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Owners spend years of hard work and perseverance building a successful business. Planning that goes into the formula for success often fails to provide contingency options to maintain the business long into the future. The current owners need to prepare for the succession of their operation in the event of retirement, death or disabiltiy.

Some of the approaches we use in assisting business owners in these areas are:

  • Buy-Sell Agreement Funding

    • Cross Purchase

    • Stock Redemption

  • Key Person Insurance

  • Business Overhead Expense Plans

Business Continuity

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