Business Owner Planning

Small businesses are central to the U.S. economy. The 29.6 million small businesses in the United States employ almost half (47.8%) of the nation’s employees.[4] Yet only about 30% of these businesses survive into the second generation, only 12% will still be around by the third and only 3% survive to the fourth or beyond.[5] 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.

We can help in the following areas:

  • Business succession planning, which may include dispositions during life and at death
  • Executive compensation plans
  • Employee group benefits


2 Medicare and You 2015,, 2015.

3 National Safety Council, “Injury Facts,” 2015 edition.

4 United States Small Business Profile, U.S. Small Business Administration,, 2017.

5 “Planning is key when passing the family business onto a new generation,” The Denver Post, family-business-new-generation-planning/, April 16, 2017.

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