CLOSELY HELD BUSINESS ACCOUNTS

This phase of our client services is designed to help business owners prepare for the expected and unexpected.  The expected part deals with rewarding executives and enabling the take over of the business by the next generation; while the unexpected plans focuses on crises caused by death or disability.

Some of the plans to be utilized are:

            Buy Sell Agreement

            Limited Partnership Agreements

            Executive Compensation Plan

            ESOPs

            Trust and Estate Plans

            Key Person Life Insurance