Broker Check

Business Planning

You have established and grown your business. Will it outlive you or your retirement? What are the risks to its effective continuity? We can assist you in protecting its assets and ensuring its successful continuation.

  • Continuity Planning for Family-Owned and Closely-Held Businesses
  • Key Person Indemnification and Benefit Design
  • Business Overhead Expense Insurance
  • Selective Compensation Design and Funding of Employment Contract Obligations