Why You Want a Business Needs Analysis

Just as your business is unique, so are the needs of your business. Your company’s needs change as your business grows, your needs change, your financial goals evolve, and so on.

Often, planning for business challenges, future goals, and financial needs can be overwhelming. Getting the help you need during every stage of your business will help establish priorities and maintain focus.

No matter what area your business struggles in, we can help by identifying your most pressing needs, planning options that prepare you for the future, and provide support through implementation and administrative expertise.

Read on to learn more about solutions for your business and how we can help.

For your business

Business protection

• Key person life and disability protection
• Overhead expense insurance

Business succession

• Buy-sell and transfer strategies
• Employee stock ownership plans (ESOPs)

Key employee retention and retirement

For employees

Key employee retention and retirement

• Bonus plans (for C corps, S corps, LLCs, and tax exempt)
• Nonqualified deferred compensation (for profit and tax exempt)

Qualified retirement plans

Group and voluntary benefits

For your lifestyle

Legacy and estate planning

• Charitable giving
• Gifting strategies
• Private split dollar
• Trust solutions

Life insurance

Disability insurance

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Have questions? We can help. We can coordinate with you, your attorney, and you CPA to assess your needs and priorities, then define steps for success, and solutions. Contact get-benefits today to learn more.