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Business Planning

Your Business is a Dream Worth Protecting

Your business most likely started with a dream, and it’s a dream worth protecting. But running the business and ensuring you are protected can be overwhelming. When it eventually comes time to pass the business on, it can be complex, emotional situations. Having financial measures in place can give you confidence and peace of mind.

Buy/Sell Agreements

Buy/Sell Agreements are a succession planning tool that keeps a company running “business as usual” in the event of an owner’s death, disability, or retirement.

Request Review of Buy Sell Document

Request Free Business Valuation Report

Key Person Protection

Help cover financial losses in the event of a key business contributor’s death.

Find out your liability upon a key person’s premature death

Recruit, Reward, Retain Top Talent 

With increasing competition for talent, how can companies attract the right employees to their businesses? This is a challenge employers continue to face and with talent being the biggest key to employers’ success, having a clear strategy to recruit, reward and retain your employees is critical.

Estate Equalization

You won’t be in business forever, nor will you live forever. Estate planning is an important part of your overall financial approach and is especially crucial if you are a successful business owner. Estate Equalization is a strategy that assures the children will receive equal amounts of assets in a parents estate planning even is one is the sole beneficiary of the business. This strategy can sidestep some problems with distribution and family dynamics.


Here’s what our client family has to say about the role Key Planning Partners has played in their lives.

*These testimonials may not be representative of the experience of other financial professionals and is no guarantee of future success. These testimonials were not paid for.