Business Owners

Business Planning

Whether you’re thinking about launching a new business or hoping to expand an existing business, we can help you create, grow, and protect your business’s value with expert business planning services. We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business, with strategies to:

  • Integrate all aspects of financial planning for your business and your personal life to ensure success on both fronts.
  • Minimize risk by being prepared for the unexpected.
  • Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt.
  • Recruit and retain employees with competitive benefits programs.
  • Enhance your benefits programs to reward employees who are key to the success of your business.
  • Transition your business smoothly with a properly designed and funded business succession plan.

Business Succession Planning

Make sure the business that you worked hard building will continue to move forward once you've decided to step back.

Whether it's a few years from now or decades away, there will come a day when you’ll want to step back from your business. Succession planning will chart a course to move your business forward after you leave. And having a plan in place can also give your business a competitive edge while you’re still calling the shots—employees, clients, and suppliers will have greater confidence in the stability of your business.

Our team of experts can help you develop a strong succession plan by helping you:

  • Set your goals: We start with what you want for your business and yourself after you step away. If you’re not sure what that might be, it’s ok. We’re experts in helping people discover their goals—big and small.
  • Build your plan: A recent survey1 found that the top concern of business owners is who will take the reins when they leave. We’ll help you identify the right successor and create a personalized plan based on what you want.
  • Evaluate your risk: Life is unpredictable, and everything can change overnight. We can design risk management strategies that will help account for the unexpected such as if you become disabled, pass away, or get divorced.
  • Value your business: Many business owners don’t understand how much their business is truly worth. We have access to proprietary technology with patented algorithms that take the guesswork out of business valuation.
  • Review your plan: Our advisors will be your trusted partner at every step of the process and provide you with expert advice should your personal or business goals shift today, or down the road.