Foundational Strategies & Integrated Planning

Key Employee Protection Planning

Identity ways to protect your business if a Key Employee did not show for work tomorrow.

Employer Contingency Roadmap

Document what should happen if you died or become incapacitated.

Operating Agreement Review

As you continue to expand and grow your business, it will be important to understand how.

Buy-Sell Agreement Review

Ensure documents and funding are executed to make certain your company transfers to whom you wish in the event of a triggering event.

Business Evaluation

Understanding what your company may be worth given multiple evaluation methodologies.

Key Employee Compensation Strategies

Take care of the employees, and their families, that are important to you and your business.