We feel we have a unique advantage when working with entrepreneurs who have started small businesses. As small business owners ourselves, we understand the mind and motivation of the business owner and can assist with the benefits that can be derived by owning a business. It is critical to properly title a small business which can maximize the tax benefits of ownership. If partners are involved, a valuation and then Buy/Sell Agreement should be executed and reviewed annually.
We assist with other planning needs, such as:
401K
SIMPLE IRA
Defined Benefit Plan
Profit Sharing Plan
SEP Plans
Group life insurance, health insurance, disability insurance and long-term care insurance
Leasing or owning business property
Overhead insurance
Deferred compensation
Succession Planning to get the full value of your business
Please contact us for a complimentary consultation
