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4012 Lonesome Rd.
Mandeville, LA 70448
(Appointments available in Metairie)

Business Owner

Whether you are selling your business or will continue it for future generations, the business owner has many areas to address besides the actual product or service of the business.

Business owners will want to have a business continuation strategy or an exit strategy for the business proceeds/profits to be used for retirement income.

A few of the financial areas business owners have to make decisions on are retirement plans, investments, deferred compensation, executive bonus plans, ...

With an MBA degree and 30 years of experience with business owners, we are attuned to the special needs of owning a business. Many of the financial processes are best developed over years of planning, especially continuing the business in the ownership of heirs and future generations.