Business Planning

HELPING PEOPLE AND COMPANIES THRIVE THROUGH EMPOWERED FINANCIAL SOLUTIONS

Business planning creates a smooth transition for a company’s management team, preserves the leadership legacy, and may help increase the value of a business. Our approach helps develop the best plan to fulfill the unique circumstances of each company while honoring its history, size, and culture.

SUCCESSION PLANNING

Business succession

  • Evaluate reasons to sell the business
  • Consider management, ownership, and continuity issues
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Buy-sell agreement

  • Create a formal process to handle transitions
  • Protect multiple owners
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Business valuation

  • Objectively determine the economic value of the business
  • Prepare analysis of company’s management, structure, and value
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KEY PERSON PROTECTION

Key person insurance

  • Minimize financial impact from the loss of key employees
  • Enable the business to meet challenges in unexpected circumstances
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Nonqualified deferred compensation

  • Supplement existing qualified retirement plan
  • Provide additional benefits to key personnel and highly compensated employees
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Shepherd Financial can help determine your next steps.
Review Your Plan

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