We feel we have a unique advantage when working with entrepreneurs who have started small businesses. As a small business owner myself, we understand the mind and motivation of the business owner and can assist with the benefits that can be derived by owning a business. It is critical to properly title a small business in an effort to maximize the tax benefits. If partners are involved, a valuation and then Buy/Sell Agreement should be executed and reviewed annually. 

We assist with other planning needs, such as:
  • Designing and implementing the most appropriate retirement plans
    • 401K
    • Defined Benefit Plan
    • Profit Sharing Plan
    • SEP Plans
  • Group life insurance, health insurance, disability insurance and long-term care insurance
  • Leasing or owning business property
  • Overhead insurance
  • Deferred compensation
  • Succession Planning to get the full value of your business
Contact us today for more information.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Kestra IS and Kestra AS is not affiliated with Mosaic Asset Partners, LLC.  Kestra IS and Kestra AS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-7101.

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This communication is strictly intended for individuals residing in the state(s) of MD. No offers may be made or accepted from any resident outside the specific states referenced.