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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