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

ESOP Repurchase Key Person

Buy-Sell Strategies Transfer Strategies

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

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

Business Protection

Business protection is the process of implementing strategies to preserve, protect, and promote the value of a business.

Business owners need to protect the integrity of their business in order to:

Maintain business operations in the event of the loss of a key employee
- Use Key Person Calculator
Preserve the value of their business until they choose to exit
Better facilitate a transfer to family members, key employees, other owners, or third parties upon their exit

Check out the resources below, plus additional tools and materials about how owners can protect their business with individual disability insurance.

3446481-032024