Challenges Business Owners Face

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

Retain top talent

A transparent communication plan will keep employees informed and less likely to jump ship.

Minimize taxes

Careful planning can reduce tax exposure and preserve assets when transferring a business.

Business continuation

Every business owner will leave their business. Are you prepared to go out on your terms?

From the blog

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The Risks and Rewards of Executive Benefit Plans

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
Business female talking to another woman

Our deep network gives us access to a variety of solutions:

Value People

  • SERP: Supplemental Executive Retirement Plans
  • My Financial Coach
  • Qualified Retirement Plans
  • Deferred Compensation Plans
  • Split Dollar Loans
  • REBA: Restricted Executive Bonus Arrangement
  • Supplemental Life Insurance
  • Supplemental Disability Insurance
  • Long-term Care Insurance

Improve Earnings

  • COLI: Corporate Owned Life Insurance
  • FA: Funding Agreements

Protect Assets

  • BizEquity
  • Business Succession Planning
  • Key Person Planning
  • Private Placement Life Insurance and Annuities
  • Retail Life Insurance and Annuities

3 Simple Steps to Finding Your Tailored Solution


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.

Let’s start the conversation

Just fill out the form, call 855-492-5334 or email us.