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BUSINESS OWNERS

As a business owner, you know being prepared for anything is part of who you are. If one thing is certain today, it’s that you can’t be certain about what will happen tomorrow. You can, however, be certain that you’ve taken action to help protect yourself and your business from the unexpected. We can help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you’ve worked so hard to build withstands the test of time.

Options to consider:

Protect your Business

Having the foresight to protect your business against the loss of an owner or an essential employee—perhaps the company's most valuable asset—can mean the difference between business as usual or closing up shop. Just as you would insure your business property, you should also consider insuring the people who have the biggest impact on your company’s success.

Employee Benefits

Designing an attractive employee benefits package may seem expensive, but the tax considerations can help offset the overall cost, and its impact on current and prospective employees could be rewarding. Through our network of Financial Services Representatives, we can help you provide an attractive employee benefits package for the employees that are most valuable to the success of your company.

Continuity and Succession Planning 

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.

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.

The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. We are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

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