Smart solutions for your business
As a successful entrepreneur, who has achieved the success that others can only dream of, you will want to protect what you have worked so hard to build. Yet, perhaps you struggle to get the time to plan as you are caught up in the day-to-day running of your business? Or do you worry about paying too much tax, how to keep your key employees or how to prepare your business in the run-up to transition?
OUR BUSINESS SPECIALISTS WILL SUPPORT AND GUIDE YOU
Whether you are privately-held or family-owned business, our team of business specialists is here to help you achieve your business goals. We will lighten your load so that you can focus on what you do best – running a successful business.
Regardless of your business size, stage of development or industry, we understand that your needs are unique and are committed to working in partnership with you to fully understand your business goals, resources, personal values and the complexities of your business and how to protect it best.
We can offer smart solutions in the following areas:
- Succession planning to ensure the effective value-enhancing transfer of control and ownership of your business while minimizing the tax consequences
- Employee benefits program which are competitive, relevant and valued by employees and which attract and retain top-level talent
- Retirement services which reward employees and improve their retirement outlook
- Business protection from the unexpected - such as loss due to illness or injury of an owner or essential employee
- Comprehensive transition/exit planning
We will “quarterback” for you, coordinating planning efforts with your CPA, business banker, investment banker, property and casualty specialist and attorney to ensure we have the right solutions for you.