Business Owners and Professionals

Services for business enterprise owners:

Business Analysis

  • Performance ratios
  • Asset efficiency
  • Leverage analysis
  • Industry comparison
  • Purity analysis

Risk Analysis And Buy/Sell Planning

  • Owner risk
  • Key person
    • Retention
    • Loss coverage
  • Buy/Sell plan funding

Insurance Solutions

  • Medical/Dental
  • Health Spending Accounts
  • Disability Insurance
  • Critical Illness
  • Group Life Insurance

Restructuring And Change Management

  • Purification (structure)
  • Streamlining (structure)
  • Software changeover
  • Change management plans

Retirement, Succession And Estate Planning

  • Business POAs and Will
  • Individual Pension Plans
  • Retirement Compensation Accounts
  • Personal Pension Plans
  • Liquid asset transference

Compensation Analysis And Solutions

  • Tax efficiency
  • Cost efficiency
  • Group retirement options

Services for Professionals and Incorporated Professionals:

  • Financial planning
  • Risk management and insurance solutions
  • Income splitting strategies
  • Retirement planning and dissolution of the professional corporation
  • Trust planning and trust services

Contact us to find out how we can help your business.