M&A Services

Personal Financial Planning

  • Retirement Asset Projections
  • Asset Allocation Analysis
  • Insurance Protection
  • College Planning - 529 Plans
  • Estate Planning
  • Wills/Trusts

Retirement Planning

  • Mutual Funds
  • IRA - Individual and Rollovers
  • Simple IRA
  • Simplified Employee Pension (SEP)
  • 401-K/Profit Sharing
  • Defined Benefit and 41

Corporate Consulting

  • Exit Planning (Methods/Schedule)
  • Buy/Sell Arrangements (Valuation/Documentation/Funding)
  • Keyman - "Golden Handcuffs"
  • Selective Compensation (Owners and Key employees)
  • Liquidity (Mutual Funds/Money Mrket)
  • Salary Continuation Agreements
  • Section 125 - "Cafeteria Plans"
  • Salary Savings Plan
  • Incorporation Planning