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Closely Held Businesses

It is hard to think like a small business unless you operate as one yourself. Growing up, I was fortunate to experience and be influenced, on both sides of my family, by small business owners. This shaped my desire, not only to own a business of my own one day, but to be in a position to help educate business owners. Operating a small business comes with the complexity of balancing a growing business and positioning it to serve as a retirement asset or an asset that can be passed on to future generations. 

As a small business, our team fully appreciates the business cycle that many of our clients experience. Running a business requires that a balance be struck between managing employees, benefit programs, and business liabilities. We understand the issues that face most businesses and aim to be your trusted advisor that can provide solutions for employee benefit programs, succession planning for partnerships and family businesses, and business continuity.

Through our thorough process of planning, we aim to make your dream of retirement a reality and ensure that your vision for the company's future is realized.