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Business and Succession Planning
Business planning and succession planning are important in seeking to maximize the value of your business. In addition, a strategic plan is especially critical when transitioning to a new phase of life and the team at Align Wealth Partners can help you plan for the future. Working together, we evaluate and analyze the best way to sell or transition your business. In this process, we review the financial, tax, insurance and family aspects of various opportunities to ensure the confidence you need for the future.
- Business Continuity Planning
- Key Person Coverage
- Exit Planning
- Executive & Key Employee Savings/Bonus Plans
- 401(k), Profit Sharing and Defined Benefit Plan Assessment & Benchmarking
- SIMPLE IRA & SEP IRA Plans