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Business Owner Strategies


Family owned businesses are central to the U.S. economy, contributing 64% of the U.S. gross domestic product, employing 62% of the workforce and creating 78% of all new jobs.1 Yet only 40% of these businesses survive into the second generation, and only 13% will still be around by the third.1 The reasons are varied, but include family conflict, failure to design a proper succession plan and federal estate taxes. To avoid a similar fate, business owners need a plan. With the support of your accounting and legal advisors, we can help you structure and implement a financial plan to help towards achieving your objectives in the following areas:

  • Business Succession 
  • Retirement Plan Analysis
  • Benefit Plans
  • Key Person Incentives/Executive Compensation Packages
  • Exit Strategies
  • Buy-Sell Review & Analysis

1"Facts About Family Business," Center for Family Business,, 2012.