Business Owner Planning

Business planning frequently involves planning for closely held or family-owned businesses concerning what will or should happen to the business at the death, disability or retirement of an owner.  Should the business be liquidated, sold to associates or others, or continued by the family? What is the value of the business now? What will it be worth to the family and what will the estate taxes be? How will loss of the value be made up for the family? Business planning needs to be coordinated with personal estate planning to help make sure that control and value of the business is maintained.

Our services in this area include, but are not limited to:

  • Buy-Sell Analysis and Planning
  • Business Continuation Planning
  • Key Person Contingencies
  • Incentive Compensation Strategies
  • Retirement Income Distribution Strategies