What we do

Business Advisory Services

At some point in time, the earlier the better, a business owner asks;

• What will my relationship be with my company at some point in time?

• How do I coordinate my personal issues with my business issues?

• What would the taxed consequences be if I died or became disabled?

Through relationships with attorneys, CPA’s, actuaries and other professionals we mutually plot a charted course through all know shoals, hazards and nuances of the ocean of choices.

The following are some thoughts on Business Succession and Business Continuation

• Less than 26% of business make it through the 2nd generation

• Most Boomer business owners are looking to the business for retirement

• Less than 24% of business owners have a thoughtful succession or continuation plan