Business Owners

While a business represents a source of current income for many business owners, the value of the business usually also represents a primary source of income in retirement. 

Business continuation strategies are critical not only for for the immediate survival of your business, but to ensure that the business can be relied upon to generate the expected value for you when you exit the business. 

Business continuation is linked to the larger issue of ongoing financial security for you and your family. It is designed to ensure that:

  • You have enough income in retirement to support your lifestyle
  • You are currently maximizing the tax planning opportunities available to you
  • The financial needs for you, your family, and your estate are met in the event of disability, critical illness or premature death
  • You have an estate plan in place that ensures your estate assets go to your intended beneficiaries and minimize taxes