We offer a number of strategic planning options for businesses and small business owners. Our experienced advisors can personally assist you with your business needs, including but not limited to:

  • Buy-Sell Agreement Planning and Funding Options
  • Key Employee Executive Bonus Plans
  • Deferred Compensation Plans
  • Supplemental Executive Retirement Plans (SERP’s)
  • Key Man Plans and Insurance
  • Asset Accumulation for Business Owners
  • Shareholder Buy-Out Funding Options

Business Advisory Services

  • Advisory Services for Small to Middle Market Size Businesses
  • Investment Options for Company/Shareholder(s) (Click Here for More Information)
    ◦In Lieu of or Addition to a Defined Benefit/401K Plan
    ◦Decrease Dependency on Bank and Other Third Party External Capital Sources
    ◦Minimize Market Risk and Volatility of Equities and Mutual Funds

Business Consulting Services

  • Alternate Working Capital & Permanent Capital Funding Options/Plans
  • Consulting Services for Small to Middle Market Size Businesses & Medical Professionals
  • Creation and Modification of Strategic Business Plans
  • Identifying Capital (Permanent & Short Term) Needs of Business
  • Identifying Various Capital Sources Available in the Market and Assisting in Providing Introductions to Potential Capital Partners, Negotiating Structure and Pricing of Proposals, Review of Terms of Proposed Credit, and Closing the Deal
  • General Business Advisory & Consulting Services