Anticipating the needs of

your business and your life


We’ll work with you to highlight the issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of the family. Without proper planning, you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business at your death.

Planning for every stage of your business
We can help you identify the set of risk exposures that every business faces and the ways they could impact the safety of your personal and business assets. These include, but are not limited to, the type of business entity you choose; the state you choose to do business in; and how you manage your business, your human resources, and your taxes. Business risk management identifies your options for handling these risks.

Our process coordinates the management of your business throughout its life cycle with risk management, distributions to the owners, and succession planning.

Finding the right fit in compensation approaches
Executive compensation focuses on both cash and non-cash approaches. The size and structure of the business significantly influence your compensation systems. Large businesses tend to provide owners with sophisticated and sometimes complex compensation formulas. Small businesses tend to adopt a more straightforward compensation approach. Examples of compensation include insurance benefits, qualified retirement plans, stock options, personal performance initiatives, and other tax-advantaged nonqualified plans.

Ensuring a smooth and successful transition
Succession planning focuses on the transition of a business from an existing owner to a new owner. While key factors vary extensively with business type and industry, there are some factors common to all business transitions, including the creation of a sellable business and the formulation of specific transition mechanics at time of sale. Additional succession planning issues include positioning a business for sale, determining valuation and terms, grooming senior management, and creating strategic alliances.