BUSINESS OWNERS & EXECUTIVES


Being a business owner is a lifestyle commitment.

Entrepreneurs deserve to achieve a successful outcome for the time and capital they invest in their business. We are business owners just like you, and we plan too.



Business Succession Planning

We understand how hard you’ve worked to build your business. Whether you wish to transition your ownership internally or sell to an outside party, we can help you understand the process and coordinate plans with legal, tax, and other business advisers.

  • Business Exit Planning
  • Outright Sale
  • Employee Stock Ownership Program

Family Business Transition Planning

Operating a successful family business comes with the added benefits and stress of working with loved ones. Transitioning your business to the next generation can be emotionally burdensome because what is equitable may not always be equal.

  • Family Gifting Strategies
  • Buy-Sell Agreements
  • Self-Canceling Installment Notes
  • Family Limited Partnerships

Corporate Social Responsibility and Philanthropy

Successful businesses have a duty to give back to the communities that have helped them thrive. Business owners have the power to positively impact their communities and support causes that make our world a better place to live and work. With proper planning, these charitable activities can benefit businesses in other ways.