Business Solutions

Business Needs Assessment (digital approach tool) Business Owner Retirement Business Valuation/Buy-Sell Review Family Business Planning Industry Marketing - Agriculture Industry Marketing – Healthcare Prioritizing Business Needs Strategic Alliances

Business Protection

ESOP Repurchase Key Person

Business Succession

Buy-Sell Strategies Transfer Strategies

Income Protection

Key Employee Retention & Retirement

Bonus Bonus - LLC Member Bonus - S Owner Bonus (Tax Exempt) Death Benefit Only Death Benefit Only (Tax Exempt) Deferred Comp - 457(b) and 457(f) Deferred Comp - Defined Benefit Deferred Comp - Defined Contribution Deferred Comp - Incentive Bonus Deferred Comp - Select Reward Deferred Comp - Select Reward (Tax Exempt) Deferred Comp - SERP Endorsement Split Dollar Loan Split Dollar

Legacy & Estate Planning

Charitable Giving Gifting Strategies Inheritance Equalization Private Split Dollar Special Needs Trust Solutions Estate Tax Reports

Family Business Planning

Among business owners with a succession strategy, one of the most popular plans is to leave the business to family. Help family-owned businesses prepare to secure their future with a simplified planning approach. No matter the type of business, they likely have unique ownership transitions.

For financial professional use only.

Solutions

Consumer Materials

Key materials listed below.

Family Business Strategic Planning Process (BB12032)
Use this brochure to help family-owned businesses better plan for their financial future with three key areas for planning, along with topics to discuss and steps to take.
View (PDF) • Order

Family Business Planning Sample Proposal (BB12043)
Sample proposal used for planning purposes with a family-owned business. Order a customized planning report using the fact finder.
View (PDF) • Request for Proposal (DOC) (BB12033C)

Avoiding Family Business Conflict Flyer (BB12639)
This highlights ways to remain calm when passing the family business on to the next generation.
View (PDF) • Order

Producer Materials

Key materials listed below.

Family Business Planning Case Study Presentation (BB12056)

Learn about the family business planning approach through a case study. It includes succession, retirement and estate planning strategies for clients.

View (PPT)

Next Steps

3444448-032024