Business Planning

Business Owner Planning

Owning your own business or practice is more than just a job. It is often the place you have decided to invest most of your time and a substantial part of your wealth. It represents both income and capital value for you and for those you care about most. But, it's a unique investment that needs to be safeguarded. Some of the important questions we ask you are:

  • How can your business be used to help provide financial security for you and your family?
  • Who will take over your business in the event of your death, disability, retirement or decision to divest?

Let us show you how to help protect the investment you have made in your business, attract and retain good employees, and get the greatest personal benefit from your business.

Exit Planning

If you have thought about leaving your business but don’t know how to begin, you are in good company.  Nearly 50 percent of successful business owners hope to exit their company within the next five years, but the SBA notes that, “At any given time, 40 percent of U.S. businesses are facing the transfer issue” and the “primary cause for failure…lack of planning.”

If you own a substantial interest in a closely-held business, developing an exit plan may be the single most important component of your retirement and estate plan. Without an effective business exit plan, you may not get full value upon sale, the next generation may not be prepared to take over, or your death or long-term disability could mean the end of the business you worked so hard to build. 

Liquidations and forced sales usually don't protect your investment very well, so planning for the disposition of your business may be the most important and urgent of your business planning needs.

  • Have you built the leadership in your company to pass to the next owners?
  • Do you know the true market value of your business?
  • Do you focus on building long term value during your annual business planning?
  • Would your business be able to continue if a partner should pass away or become totally disabled?
  • Are there funds available to buy the stock back from the deceased partner's heirs or disabled owner?

For more information please contact us

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