Succession Plans
Small business owners often face significant challenges in building a retirement and succession plan, including determining the right retirement strategy, balancing personal and business financial goals, ensuring the business is properly valued and attractive to potential buyers or successors, and navigating complex tax situations. We help business owners differentiate themselves, add value for the business and its employees, and create a pathway to retirement.
Retirement Plan Services
We assist sponsors of Employer Sponsored Retirement Plans, and either share in or take full fiduciary responsibility of the Plan. Additionally, we provide a framework to help employers and Plan sponsors meet fiduciary responsibilities, evaluate the needs of the company and the landscape of available providers, provide ongoing monitoring of the Plan, and offer educational services to employees.
