Business Services

You’ve worked hard to grow your business, but do you have a plan in place for when you’re absent? We offer a wide array of services aimed at enhancing your enterprise’s sustainability and potential for long-term success.

Business Owner Life Plan Stress Test®

Using our unique business continuity process, we will review your goals and current business plan, evaluate your current position, and provide observations and recommendations to help you meet your objectives.

Business Planning Services

Our services and strategies within our business planning division include:

• Continuity planning in the event of a premature death, disability, or retirement
• Evaluation and recommendations of buy-sell agreements
• Entity analysis
• Business valuation support
• Key employee compensation
• Key person insurance
• buy/sell funding
• Salary continuation
• Qualified retirement plans
• Group benefits