Business Owners
We understand that business owners face many unique challenges: starting the business, growing the business, and eventually transitioning that business to a buyer or to the next generation. Each step of the way, challenges and opportunities present themselves.
We provide counsel to resolve issues our clients are currently facing, such as:
- How to attract and retain key employees
- How to get nontaxable money out of your business
- How to reduce profits and taxable income
- How to minimize the tax bite when you sell your business
- How to buy your partner's interest in your business
- How to maintain your lifestyle after selling your business
We provide solutions, such as:
- Employee group benefits
- Key person life insurance
- Life insurance for buy / sell agreements
- Defined Benefit, 401(k) / Profit Sharing plans
- Non-qualified retirement plans
- Deferred compensation plans