A Planning Process for Future Success

When owners reach the peak of their business success, they wonder where they go from there. Whether youʼre approaching, at, or getting farther away from the peak of your success, the answer is likely the same: The next step is planning for the future of your business...

Is an ESOP Right for Your Business?

An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan trust that purchases the current sharesholders’ stock at fair market value. This plan is designed to provide employees with an ownership stake in the company and align their interests and goals...

Is Your Business Ready? Are You?

Exit Planning goes far beyond the concept of leaving the business. It addresses various issues that can positively affect the business’ value, cash flow, and overall operational performance. Even if you aren’t ready for a future outside your business just yet, taking...