Executive Services & Tax Management Strategies
Could your company bear the loss of a key executive or key employee? Who will lead your company when the CEO retires? What if your partner or top salesperson becomes permanently disabled? Do you have a plan?
Retirement Pathways can help you prepare for these events by consulting with you, your CPA, and Attorney on things like key person insurance, buy-sell agreements, business owner’s estate planning, trust services and succession planning. Planning for these events now will help you avoid potential business threats, reduce taxes and overall feel more secure about the future of your business.