Business Owners - Family Owned and Closely Held Companies

We help business owners through the establishment and growth of their businesses offering advice at each step of ownership and beyond. 

Retirement Plans and other Employee Benefits
Offering competitive benefits is often the key to attracting and retaining good employees. As a business owner, you'll want to develop a benefits strategy that fits your and your employees' needs.
Business Continuation Strategies
We can recommend ways to preserve and protect the value of your business to better facilitate its continuation and/or subsequent transfer to family members, key employees or other parties.
Business Valuation
We will introduce you to providers who can provide a valuation at three different levels.  Simple and basic, more detailed and finally at a much sophisticated level that could be used as a reference point in negotiating to sell.
Business insurance and protection
We can help you develop an insurance and protection plan in the event of a disruption, such as the departure or disability of an owner or key employee.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member  6 Corporate Dr # 550, Shelton, CT 06484  (203) 513-6039  Vital Planning Group is not affiliated with MML Investors Services LLC.


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