Business and Succession Planning

As the owner of a closely-held business, you have to engage in a variety of planning activities to protect what you have built while continuing to grow and further the mission of your organization. Proper business planning can ensure and extend the success and profitability of your business, and safeguard the hard-earned equity that has been created. Our business planning team here at SFP has decades of experience working with businesses of all types – from LLC’s, S-Corps, and C-Corps to Non-Profit 501(c)(3) organizations.

We stand ready to help you navigate the opportunities and steer clear of potential pitfalls that may lie ahead in the future plans for your business. A first step in this planning process is a comprehensive analysis of your current situation and discussion about your vision for the future.

We will work with your tax and legal advisors to ensure that a clear and actionable strategy is implemented in those specific areas of need, including:

· Employee Benefits Consulting

· Retirement Plan Design, Funding, and Management

· Non-Qualified Executive Compensation Strategies

· Business Succession and Buy-Sell Planning

· Key Person Protection

· Business Valuation Services