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Business Planning Services

Capital Crest Financial Group brings you a full range of business planning resources. From multi state corporations to small start ups, see how we can assist. Visit Case Design to discuss your case today!

Business Planning Techniques

Working with clients to create a comprehensive succession plan by providing innovative, tax-efficient solutions:

  • Insurance Strategies for liquidity and funding
    • Buy-Sell Agreement
    • Key Person Policy
  • Business Valuation Success
  • Business Exit Strategy
  • Set up Employee Stock Ownership (ESOP) valuations
  • Charitable Strategies
  • Business Review
  • Business Succession (Entity, Cross Purchase, Trustee, or Insurance LLC)
  • Business Valuations (provided by outside organizations)
  • Corporate Split Dollar
  • Key Person Insurance
  • Non-qualified Deferred Compensation (with the help of nationally recognized firms)

Palisades Plan

  • Finance key-person policies, buy-sell arrangements, and executive benefit plans
  • See Palisades Program to learn more today!