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Business Planning

Business Planning

Business Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when the owner retires. When you’re ready to start thinking about transition, you’ll want to ensure the financial security of your retirement, as well as the continued well-being of your business, by creating a succession plan. Our approach to business succession planning includes buy-sell agreements, non-qualified retirement plans and key employee retention.

Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Landmark Financial offers comprehensive support for complex business planning needs.