We act as a valued resource to closely held businesses that are focused on the long-term growth and/or transfer of their company. Some of our areas of expertise include, but are not limited to:

• Qualified Retirement Plans
• Non-Qualified Deferred Compensation Plans
• Succession Planning
• Sale Techniques for Closely Held Business Owners
• Buy Sell Agreements & Cross-Purchase Agreements
• Employee and Executive Benefit Packages
• Group Insurance