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.