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Business Planning

Business Planning can get complicated quickly. Working with multiple owners or different types of entities can be confusing and difficult to navigate. From C-Corporations to Partnerships, LLCs to S-Corporations, we are here to help you navigate those waters. Our team has the requisite experience to partner with you on your next case design and we look forward to helping you!

Business Succession

Business Continuation

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Summary
One-pager


Cross-Purchase Buy-Sell Agreement

Full
Summary
Flowchart
Case Study


Transferring a Growing Business

Full
Summary

One-Way Buy-Sell Agreement

Full
Summary
Flowchart


Installment Sale

One-pager


Transfer for Value

Full
Summary

Entity-Purchase Buy-Sell Agreement

Full
Summary
Flowchart
Case Study


Section 303 Redemption

Full
Summary
Flowchart


Key Person Life Insurance

Full
Summary
Flowchart
Case Study

Executive / Employee Benefits and Funding Methods

Executive Bonus Arrangements

Full
Summary
Flowchart
One-pager
Case Study


General Split Dollar

One-pager

Nonqualified Deferred Compensation

Full
Summary
Flowchart
One-pager
Case Study


Split-Dollar Collateral Assignment Method

Full
Summary
Flowchart

Split-Dollar Endorsement Method

Full
Summary
Flowchart


Restrictive Executive Bonus Agreement

One-pager