
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.
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