Business Continuity Planning

A business owner must face unique problems because of the ownership of a closely held business.

Many Times These Questions Arise

  • How can I phase out of the business without losing capital?
  • How do I transfer the business to my children?
  • Should I provide ownership to employees?
  • How can I maintain income to my family from the business if I die or become disabled?
  • How can I be sure that the valuation will withstand an IRS estate tax audit?
  • Should I consider an ESOT?
  • How can I convert the non-liquid business asset into cash now or in the future?
  • Is my buy-sell agreement fair as to price, terms, and funding?

We have strategies to answer these and many other questions. Plans are tailor-made to the unique situations of each client with special attention paid to satisfying our client's present needs while providing flexibility as circumstances change.