Financial Bridges
for Business Owners

Issues Business Owners Face

Understanding your business can be complicated, but if we follow a process for uncovering key issues, we can cut straight through to your priorities.

We use a Business Viewpoint Exercises that looks at your business from four critical viewpoints.

  1. As a Business Owner
  2. As a Business Manager
  3. As an Employer
  4. As an Individual Family Business Member

We pride ourselves in asking the RIGHT questions. Here are just a few questions we'll take you through:

  • Is your business ready for others to manage should you leave due to disability, retirement, death or the sale of your business?
  • Will the full market value of your business be transferred to your heirs in the event of your death?
  • Will all of your business loans and personal guarantees be paid off in the event of your death?
  • In the event of your business partners death, are you prepared to continue in business with his/her spouse and/or relatives or lawyer?
  • Is your employee benefit plan designed to reduce turnover and retain your key employees?
  • Are you building up retirement assets outside of your business, or is your business your only retirement asset? How will you get your money out?

Click here to learn more about how we help Business Owners.


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