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Business Planning

Are you ready for a smooth transition down the road?

While most business owners believe planning for the transition of their business at death is key, a transition during their lifetime is much more likely. That’s why it’s also important to plan how your business transition might impact your retirement and your overall intentions.

Our complimentary services offer you a great starting point.

We provide a complimentary informal Business Valuation and Business Planning Report for your business. After completing the fact finder, you will receive a business report prepared by our Advanced Solutions team of professionals including CPAs, attorneys, and consultants. This will include action items and suggested solutions based on the unique needs of your business. These suggestions may help meet your Retirement, Business Succession, Legacy, and Estate Planning goals as well as Key Persons Retention and Protection.

If you have a Buy-Sell Agreement plan in place, a Buy-Sell Agreement Report could be an invaluable tool for you. This report includes highlights of your existing buy-sell agreement and our recommendations based on industry best practices.

Recruit, Reward, Retain and Retire.

Add Key Employees options to Attract top talent as part of a competitive benefits package, Reward with performance-based contributions to achieve organizational goals, Retain encouraging loyalty by helping to secure financial future Retire offering additional savings and long-term income diversification options. Start by downloading your Key Employee Benefits Guide and accessing the Key Employee Fact Finder.

Business Pension and Retirement

The New Generation of Business Retirement Plans are easy to establish and more owner friendly than ever. Whether you wish to provide retirement benefits to just a few, or your entire organization, we can help. Plans like Traditional 401(k), New Comparability Profit Sharing or Safe Harbor 401(k), are just a few examples of what we can deliver.

Business Services


Generational Vault Access Request