Strategies and solutions for corporate planning abound. What works best for one business owner may not fit another. Tax and non-tax considerations must be weighed to determine what works best for a particular business owner. Every case is unique and requires careful analysis of all relevant facts.
Business Planning Wealth Management
It is important to understand ones’ WHY, core purpose and long-range plans before proffering recommendations. Asking the right questions is the first step to identifying blind spots and developing a clear picture of priorities:

The Right Questions

Challenges often equal rewards


Few challenges demand more of a business owner than successfully passing the family business to future generations. Yet when properly executed, the rewards are numerous. Family members have a special opportunity to preserve the hard-earned institution that reflects the family’s ideals and goals. Perpetual planning, when done correctly, can provide quantifiable and lasting results.

Business owners face many challenges independent of “running their company”; fringe benefit planning, qualified retirement plans, buy-sell arrangements, and operations represent only a few.
Improving your business begins with a thorough analysis of your current situation. Coupled with a clear understanding of where you want to go, we can determine which planning strategies most effectively help you reach your goals. Using our Second Opinion Service™, we provide a “Report Card” that illustrates and demonstrates the strengths and weaknesses of your existing program, along with recommendations for improvement.