Business Exit Strategies

When you’ve spent your life building up a business, creating an exit strategy can help ensure that you are properly compensated at your departure and that all stakeholders are taken into account when you decide to retire or leave the business. And remember that an exit strategy can also help ensure that your business continues to operate—instead of fails without you—should you pass away unexpectedly.

A special form of life insurance called a buy/sell agreement can give business owners peace of mind knowing that their business is in capable hands should they no longer want or be able to manage it. Buy/sell agreements can provide money to create a fair market value exchange, offer tax advantages, provide heirs with cash to pay estate debt, expenses and taxes, and provide a way for qualified staff to purchase the business which they may be capable of running, but may not have the capital for.

Farmers and Ranchers: If Land Is Your Legacy

Farmers and ranchers are also business owners. We have special exit strategies and estate planning help for you. Our team will bring experts to the table—or partner with your financial, legal and tax professionals—to help create a custom wealth transfer plan for your family farm or ranch. At no cost to you, your transition plan will be focused on helping you protect your land for future generations, to preserve your legacy and your family ownership. All stakeholders will be included.

How We Help

Unique Strategies Geared to Your Needs

Not only do we deliver financial services you probably won’t find elsewhere, we also collaborate with an expanded team and pool of professionals in many disciplines in many different states. Our strategic partnerships—with experts in the tax, insurance and legal fields—were established to help you with nearly anything financial that you may need for your business or your family, including advanced services and proprietary strategies.