NFN’s Business Planning Group focuses on the unique needs of a business owner in all stages of their business from start-up to succession. There are many unique concepts which can help business owners protect their personal and business assets while mitigating tax exposure.

Robert DePalo Jr. JD CExP, Director of Business Planning, National Financial Network

Some of those concepts include but are not limited to:

• Management Team Review & Analysis
• Employee Compensation Review and Analysis
• Review of Business Assets and Liabilities
• Buy / Sell Agreement / Funding –Creation and/or Review
• Key Person Planning Strategies—Protection & Incentive
• Retirement Planning Strategies–401k, SERP, Deferred Compensation, Annuities, etc.
• A Living Will for Your Business (Business Continuation Instructions)
• Exit Strategies –Transfer to Family/Partner(s), Insider Sale, Third Party Sale, ESOP, Liquidation
• Stay Bonus Plan
• Corporate Education for Employees
• Personal Planning Strategies for Business Owners —Wealth Management, Asset Protection, Estate Planning