“If you really look closely,
most overnight successes took a long time.” - Steve Jobs
Solutions for Businesses
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As a business owner, you know being prepared for anything is part of who you are. If one thing is certain today, it's that you can't be certain about what will happen tomorrow. You can, however, be certain that you've taken action to help protect yourself and your business from the unexpected.
Think about what would happen to your business if you, your business partner, or a key employee were to unexpectedly die or become too sick or injured to work. There's no doubt that this would have a tremendous impact on your business and its continued success. But there's good news: this is something you can plan for.
We can help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you've worked so hard to build withstands the test of time.
Succession Planning
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The death or disability of an owner is one of the greatest threats to a business. Not only can it severely impact the day-to-day operation of the business, but it can raise all sorts of business succession and estate tax problems – proper succession planning can help.
Succession planning affects everyone who has an interest in the business—business partners, family members, and key employees. It is critical that you have meaningful discussions about often overlooked issues, such as who the ideal successor should be, what is the value of the business, and what is the timetable for transition. No matter what event occurs, either expected or unexpected, we can help you develop a succession plan that can help ensure a smooth transition according to your vision for the business' future.
Find a Financial Professional
- A. Moghis Mian, MBA, RICP®, LUTCF®
- A. Tony Frierdich
- A. William Dehlendorf
- Aaron Bockman ChFC®
- Addison Degen - Twin Financial
- Amanda "Mandy" Hedrick
- Amy Gleason
- Ana Holmes
- Andrew Pierce
- Andy Busby
- Anthony Wight, CFP®
- Arman Akbarzadeh
- Arthur R. Riley Jr. CFP®, CEPA®
- Ashlyn Gibbs
- Bailey Closser
- Benjamin Evers
- Brad Seib LUTCF®, RICP®
- Brad Masek CFP®
- Brady T. Westphal ChFC®, CFS®
- Brian Schmuke, CLU®, ChFC®
- Brian M. Roberts CFS®
- Brooks Kickham AIF®, ChFC®, CLU®, CFBS®, CFS®, CLTC®
- Bryan DeCoursey
- Carrie Bischof
- Ceceley Clifton
- Charlie Sottoriva
- Chase Chick
- Cheryl Linn
- Christopher Campo MBA, CFS®, CASL
- Christopher Kramer MBA
- Chuck H. Dow, CLU®, CLTC®
- Connor Silverstein
- Courtney Kesterson
- Dakota Adams
- Dan Marcotte
- Dana Riek
- David Iannetto
- David Yount, CEPA®, CLTC®
- David Heaney
- Derek Hardin
- Diona Cann
- Don Fitzgerald, CFP®
- Drew Tomek
- Dustin Irish
- Ed Drummond
- Elan Gonzalez
- Emily Newman
- Ethan Eitel
- Floyd Reed III
- Frank King
- Greg Harvey, AIF®
- Gregory Lowhorn
- Gregory D. Stein
- James Warren
- Janice Miller
- Jason Head
- Jason Iseminger
- Jason B. Harness, CLTC®, CEPA®, CFBS®
- Jeff Belzeski
- Jenna Bennett
- Jennifer Grill
- Jeremy Harness, CEPA®, RICP®
- John Weeks CLTC®, CPFA®
- John Dodson
- John Distefano
- John Widner
- Jordan Wright
- Joseph Thomas
- Joseph Ackfeld
- Julie Roach
- Julie Avey
- Justin Hennessey CFP®, ChFC®, CLU®
- Justin Houston
- Kara Perry
- Katie Bennett ChFC®
- Katie Wojciechowski
- Kayle Wright
- Kelly Morrison
- Kelly Zurliene
- Kim O'Shea
- Kody Cook
- Kristen Phillips
- Kyle Ortmann
- Lanny Curnes
- Larry R. Gann CLU®, ChFC®
- Leonard "Fritz" Sander Jr.
- Logan Offner
- Luke Niemeyer, FSCP®
- Lynn Richmond
- Madison Schue
- Mallory Immethun
- Marc Chenot
- Marc Hammer
- Mark Hiatt
- Marquisse Taylor
- Mary Busby-Simpson
- Mason Hill
- Matt Dieker
- Matt Albers
- Matt Westphal
- Matthew Merrick
- Matthew Cybulski
- Matthew Perruccio
- Max Pulley
- Meaghan Keeven
- Megan Knight
- Megan Gary
- Michael Middleton, CLTC® , RHU®
- Michael Vanzandt
- Michael E. Fleming
- Mike Fleming CLU®, ChFC®, CFP®, RICP®
- Morgan Paulson
- Myla Picker
- Nathan Duncan
- Oliver Byers, MBA
- Paige Brooks
- Patrick Niemeyer
- Paul Rodden
- Philip A. Miceli III
- Phillip Barringer
- Phillip R. Wight
- R. Jacob Swearingen, CFP®
- Rachel Tucker-Acharya
- Rachel Vogel
- Re'al Sutton
- Robert Herdler CLU®, ChFC®, ChSNC™
- Ryan Paisley, CRPC®
- Sam Schell
- Sam Jordan, CFP®
- Samantha Corbitt
- Sarah Ringkor
- Saz Shrestha, CFP®
- Scott Sanders
- Scott D. Colby CLU®, ChFC®
- Scott J. Wheeler
- Shelley Hines
- Sheri Levingston
- Spencer Phillips, CIMA®
- Stanton Lohrengel
- Stephanie Westwood Rothermich CLU®, CFBS®
- Steve Draper
- Steve Dolan
- Ted A. Guebert
- Thelma Ruff
- Thomas Hadican
- Timothy Smith ChFC®, CLU®
- Tom Bindbeutel
- Trenton Hyde
- Trevor Uhls, MBA
- Trevor Price
- Tye Parker
- Tyler Roberts
- Tyler A. Cox
- Tylor McDonald
- Wood Faugue