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Business Planning

Sole Proprietorships, Partnerships, Corporations and Limited Liability Companies

Planning is one of the most important parts of running a business. Whether you’re a large multinational corporation or a small business, Our firm has the knowledge and resources to help keep your company on track.

Business Insurance at a Glance

Business insurance is the term used in the insurance industry to describe the use of life insurance and disability income insurance for certain financial needs of businesses and business owners. Business insurance can help to address the needs of a business owner using insurance products:

  • Economic loss to the business when a key employee dies
  • Disposition of a business owner’s interest upon death or other separation from the business
  • Attraction and retention of valuable employees and
  • Rewarding faithful employees

Items We Address

  • Financial statements
  • Business Continuation Concepts
  • Employer owned life insurance
  • Key employee life insurance
  • Group term life insurance
  • Business valuation
  • Executive bonus arrangements
  • Cafeteria plans
  • Entity buy-sell agreements
  • Cross-purchase buy-sell agreements
  • One-way buy-sell agreements
  • Disability buy-out agreements
  • Section 303 stock redemptions
  • Shifting future business growth
  • Transfers for value
  • Executive bonus arrangements
  • Split-dollar life insurance
  • Nonqualified deferred compensation