fact finder

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Fact Finder

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Submit a fact finder on your client or opportunity to see how we may be able to assist. Here, our team can assist with solutions and financial/insurance scenarios right for your client.

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)