A plan to ensure the desired distribution of the business on the owner’s death. Is your family assured of receiving full value for the business on your death?
To provide the funds to enable the deceased owner’s family to maintain their lifestyle. Are you relying solely on the business? Is there a better way?
To provide the necessary liquidity to meet outstanding debts, taxes, and administrative costs arising on death. Would your family have to sell the business or other valuable assets to meet these expenses?
To continue income to a disabled owner without burdening the business. Can the business survive and support your family’s lifestyle? Would you like to maintain this lifestyle?
An effective employee benefit program can help provide tax-effective compensation, reduce employee turnover, and improve productivity.
Contact us to schedule a free one hour consultation with a corporate financial planner to find out more about the Strategic Business Advantage™ (SBA).
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