Business Planning
Business owners seldom pay enough attention to estate planning — it’s difficult and confusing. They also tend to forget retirement benefits and overlook how life insurance policies can be treated as part of an overall estate. PlanningWork$ assists our clients in navigating exit transitions and strategies for their business. We help business clients make a financial game plan by:
- Establishing owners’ objectives
- Establishing business value
- Building business value
- Selling to a third party
- Transferring to management or family
- Developing a contingency plan for the business
- Planning for family wealth preservation
Running a business is an enormous responsibility. Our clients’ financial well-being is an important part of their life and the lives’ of people who depend on them. Professional guidance can make a big difference in bringing the dream together.
