You have invested time, talent, and money into making your small business successful. When it’s time to step away from the helm, we can help you transition the business seamlessly, ensuring the successor will steer your business ahead at full throttle.
Retain top talent
Minimize taxes
Business continuation
A transparent communication plan will keep employees informed and less likely to jump ship.
Careful planning can reduce tax exposure and preserve assets when transferring a business.
Every business owner will leave their business. Are you prepared to go out on your terms?
This client’s SERP - funded with COLI - provided financial security for a key person’s family
Read the case study
It is essential to get expert help when working with buy-sell agreements. Not doing so can lead to litigation and out-of-date funding mechanisms.
Read the case studyOur team of experts has worked with dozens of business over the past 30 years.
Meet everyone 
Our clients have choices in who they work with. We’re humbled they chose us, and proud of the value we deliver.
View full bio
Entrepreneurs are driven to change the world in the business arena and in the community. I am honored to help them connect the dots.
View full bio
I take pride in my attention to detail and strive to exceed my clients’ expectations and provide exceptional service.
View full bio
My enthusiasm, discipline, responsibility, and commitment contribute to the heights of success for our team.
View full bio
Digital interactions have validity, but to me, spending one-on-one time with clients is paramount. Building relationships is how I can fully understand my clients’ needs.
View full bio
I strive to improve lives through personal relationships and dedicated service.
View full bio
Find out how your business can attract, retain, and reward top talent AND see the red flags of a program not implemented and serviced correctly.
Learn more with R. Scott Richardson, JD, President & CEO
We'll start by asking a few questions and listening to your challenges and concerns.
We then research and collaborate, including our network of experts as needed.
Lastly, we tailor a solution that fits where you are and builds a roadmap to your goals.
IZALE Financial Group is proud to be a Firm of Lion Street, Inc., a national network of fiercely independent financial advisors.
