Broker Check

Ormond Beach Office

595 W. Granada Boulevard
Suite J
Ormond Beach, FL 32174

Business Planning

Should I have a business succession plan?

What will happen to my business interest in the event of my death?

How will the IRS value my business?

How do I provide benefits to my key employees?

Does a qualified retirement plan make sense for my business?

Things to consider:

  • Buy-Sell Agreements
  • 401k, SEP, and Simple IRA Plans
  • Key Man Insurance
  • Business Valuation