Broker Check

Business Consulting

We offer a range of business consulting services to address a variety of needs to optimize your strategies for growth, financial management, employee benefits and retention, and exit planning. 

  • Business use of insurance
  • Informal Business Valuations
  • Buy/Sell agreement analysis
  • Cash flow and income statement analysis
  • Cash management techniques
  • Deferred compensation plans
  • Employee benefit and retirement plan strategies
  • Entity structuring education
  • Financing Strategies
  • Intra-Family and other business transfer techniques
  • Succession or exit planning

Executive Compensation Consulting

As an Executive, you have a lot of responsibilities, and for that may receive additional compensation with additional financial complexities. We help you navigate these issues by presenting you with options and thoroughly analyzing any potential implications unique to your position in the business.

  • Deferred compensation funding and distribution
  • Stock option analysis
  • Tax efficient exercise and vesting strategies
  • Net Unrealized Appreciation Strategies
  • Risk concentration strategies

Submit an Appointment Request for more information

What Days Work Best For You?
What time works best for you?
Thank you for your submission! There was a problem with the form submission. Please try again.