Business Services

Whether you are starting down the path of owning a business or looking at eventually passing your business on, we will help you at every stage. We will ensure you are protected against risk and optimize your growth. We can assist with acquiring top talent through competitive benefits programs and develop a personalized financial plan that will meet the unique needs of your enterprise.

Business Continuation Insurance
Insured buy/sell agreements establish a path for continuing the business in different circumstances, including death, disability, retirement, or disagreement. A properly drafted buy/sell agreement gives other owners and the entity (in some combination) the right or obligation to purchase the interests of an owner when the owner dies or wishes to make a lifetime transfer of their interests. This kind of insurance helps to ensure working capital remains untouched along with several other benefits for both the business, its partners, and the owner’s family. Call us to learn more about buy/sell agreements and how they will help your business.
Business Life Insurance
Also referred to as Key Person Insurance, this is an insurance policy a company buys on the life of a top executive or another critical individual (in many cases the owner or founder), whose death would be devastating to the company. Key Person Insurance offers a financial cushion to cover costs while the business establishes the next steps. We can answer any questions you may have.
Merchant Cash Advance Programs (MCA)
An MCA can provide your small business with alternative financing to a traditional bank loan. Perhaps the most significant benefit is quickly getting the money in hand that you need for your business, whatever the reason. More simplicity and flexible payment options make this a viable and attractive funding tool. We are here to help you determine — and provide you — the best solutions for your needs.