Broker Check

Small Business

“We understand the challenges of owning a small business.”

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:

  • Designing and implementing the most appropriate retirement plans

          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