Business Owners

Business owners have a variety of options when it comes to retirement or transitioning a business to new ownership. Many of our clients have started the business and worked in their business for 20, 30 or even 40 years; helping them to transition to a different lifestyle can often be a very difficult process.

We work with business owners to determine if they are paying themselves enough and appropriate reserves for the business and their family. Additionally, it’s critical that cash flow systems are established and in line with their objectives.

What if you weren’t in the business anymore? Would your family survive? Would the families you employ survive? Would your customers keep their businesses operating? Owners of companies often forget about the expansive impact they have on the families and businesses they serve, and we help them understand and prepare for the unexpected.

Finding quality employees is half the challenge. Keeping them – and keeping them well motivated – is the other half, especially in today's tight labor market. One way to do that is to provide competitive benefits. We help our clients implement benefit plans that will benefit the owners and their employees, and ideally have personal and professional impact on their planning.