How we help business owners
Business succession planning
Prepare for your business's future
Whether you're planning to pass your business to family members, sell to employees, or exit through a third-party sale, we help you create succession strategies that preserve your legacy and maximize value. Our succession planning addresses both the financial and operational aspects of transition, ensuring your business continues to thrive while providing you with the financial security you've earned.
We work with your legal and tax professionals to structure succession plans that minimize taxes, protect stakeholder interests, and provide flexibility as circumstances change.
Group benefits & retirement plans
Attract and retain top talent
Competitive group benefit plans and retirement savings programs help you attract and retain top employees while providing valuable tax advantages for your business. Our specialists take the guesswork out of employee benefits, providing comprehensive packages, straightforward renewal processing and ongoing support.
We design benefit programs that fit your company budget and culture while ensuring your employees have access to the coverage they need. From basic health and dental coverage to comprehensive wellness programs, we help you create packages that make a difference for your team.
Corporate insurance solutions
Protect your business and stakeholders
Key person insurance, buy-sell agreements, and other corporate insurance solutions ensure business continuity and protect stakeholder interests. We analyze your business risks and recommend insurance strategies that provide comprehensive protection without over-insuring.
Our corporate insurance planning includes life, disability, and critical illness coverage designed specifically for business owners, ensuring your business can continue operating and your family's financial security is protected if the unexpected happens.
Tax-efficient compensation strategies
Maximize your personal wealth
Structure your compensation to minimize taxes while maximizing your personal financial security. We help you navigate the complexities of corporate taxation, dividend strategies, salary optimization, and retirement planning for business owners.
Our tax-efficient compensation planning considers both current tax implications and long-term wealth building, helping you make the most of your business success while building personal financial security.
Corporate investment management
Build wealth through your business
Build corporate investment portfolios that support your business goals and provide additional income streams. We help you manage excess corporate cash, plan for major expenditures, and create investment strategies that complement your business operations.
Our corporate investment management includes access to institutional-quality portfolios and strategies typically available only to larger corporations, giving your business access to sophisticated investment options.
Business risk management
Protect what you've built
Comprehensive risk management strategies protect your business from unexpected events that could threaten its survival. From insurance coverage to emergency planning, we help you identify potential risks and create strategies to mitigate them.
Our business risk management approach considers both insurable and uninsurable risks, helping you create comprehensive protection strategies.