Business Services



Buy-Sell

The "Buy-Sell" is an agreement between partners in case one dies or decides they no longer want to be in the business.

Business Continuation

Our depth of knowledge in the creation and implementation of systems and processes enables your business to advance forward.

Key Man

We're here to help you prepare for the potential loss of a Key Person.  From strategies to insurance, we know the right questions to ask to ensure that your business is covered.

Business Valuation

We use  a process and a set of procedures to estimate the economic value of an owner's interest in a business. This is then used to determine a fair price for the sale of a business.

Executive Compensation

There are many different forms of executive compensation, offering a variety of tax benefits and performance incentives. We'll help you navigate and determine the best structure for your business. 
Some examples include: Cash compensation, Option grants, Deferred compensation, Long-term incentive plans (LTIP's), Retirement packages, and Executive perks.


Captive Insurance

The IRS is looking closer at all captives. Our experts will make sure you’re prepared and that your captive is fully compliant with all relevant guidelines.

Premium Finance

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Trust Services

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Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help. 
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