Broker Check

Business Planning

Key Questions

Key Questions

Do you know how your business value is calculated? 

Will your current strategy for income in retirement provide enough for the lifestyle you want?

How do you plan on exiting your business? On a taxable or tax free basis?

What happens to your business value if something happens to you?

What benefits and retention strategies do you have in place for key employees?

Are you protected from unfriendly creditors?