Specialized Services for Businesses

Business owners face a range of complex hurdles, from how to attract and retain the best workers to planning a successful exit strategy. We understand these unique challenges, and our integrated services are designed to help businesses manage these issues, freeing owners and executives to focus on what they do best—growing the company.

Business succession planning: Exiting a business—whether you’re passing it on to the next generation or selling it to a third party—is a complex process. And negotiating an equitable sale is just the first step. Our role is to help you protect the wealth generated in that sale; to formulate a strategy that helps you effectively manage that liquidity event; to safeguard the value you’ve worked so hard to build; and ultimately pass that wealth to your loved ones and the causes and organizations you support.

Retirement saving strategies: We guide clients through the process of establishing and managing a workplace retirement plan such as a 401(k). Such a plan is a critical benefit that can give firms a competitive edge in attracting and retaining top talent. And as a business owner, you may want to take advantage of other strategies, such as cash balance plans, to contribute more toward your retirement. We’ll work in tandem with you, your employees, and your plan administrator to find plans that fit your needs. And we’ll provide the guidance and support you need while ensuring you’re on top of all deadlines, disclosures and due diligence requirements.

Read more about the process of establishing a workplace plan here. 

Creating a comprehensive retirement plan takes skill. Read about how we make the process easy for our clients. 

Are you a good candidate for a cash balance plan? Read more about the benefits of these plans here.