Even though the business is most likely the owner's largest asset, it is not included in the retirement planning process. What is the company's value? How will that value be realized? Are my assets protected? Who will run the business if I am unable to or when I am ready to retire? How do I treat my management team and/or family members in these plans? These are all questions that usually go unanswered and have the largest impact on an owner's retirement and legacy plans. 

Through our experience in serving business owners, we have refined a planning process that is seldom matched in the industry.  Our focus is on protecting your business asset, helping to grow your business, retaining key employees, and ultimately helping you to exit the business on your terms.