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Retirement Planning for Business Owners

Retirement planning is inherently more complex when you own a business, due to the number of available options and vehicles. Many business owners overpay taxes or miss out on great opportunities to fund their retirement because they leave too much cash in their businesses or don’t know about available strategies.

Areas of Focus

  • Exit planning: Showing you different ways to eventually exit from your business, pass on ownership, and cash out

  • Contingency planning: Help to ensure that your family and business will both have sufficient cash to weather an economic downturn

  • Philanthropy and inheritance: Helping you decide how to give and pass on your wealth and transfer the ownership of your company

We have worked with a variety of privately held and family-owned businesses. We love helping founders of successful companies enjoy the fruits of their success after years or decades of hard work.

Schedule a Consultation