Help your clients plan for changes both expected and unexpected. Many individuals avoid thinking death or disability, so too, many business avoid thinking these same issues. However, an effective business continuation plan could leave your clients feeling wonderfully assured and comforted.

Plans may include:

Buy/Sell Agreements that set forth terms of sale for family-held stock to the remaining owners.
Solutions for handling the tax consequences of continuing a business.
Employee compensation plans that may help retain key employees.
Employee benefits and stock ownership plans designed to help your client’s business in business.