Business Planning Services

Business Plan Diagram

Your business and personal needs are intertwined throughout the life of your business. That’s why an integrated approach – through which your needs are evaluated, prioritized and addressed as your business evolves – is essential.

We can bring to you and your advisors the skill, expertise and experience of our team along with our advanced planning attorneys. Working with you and your other advisors, we can help you design and implement strategies that will create, grow and protect your business’s value and work with you to:

  • Develop a succession plan to remove yourself from the day-to-day operations of the business and identify who should operate the business as you prepare to transition to retirement.
  • Design executive compensation strategies to nurture and incentivize key employees. This is particularly important if your succession plan is designed to transition the business either internally, or to family members.
  • Create an exit strategy to transition from business ownership to retirement and generate enough liquidity from that transition to provide financial security in retirement.
  • Develop strategies to utilize the wealth generated from exiting your business to impact the lives of your children, your grandchildren, and/or your community.