Business Continuation
- Business Valuations
- Buy Sell Agreements with Funding
- ESOP Repurchase Obligation Funding
- Key Man Life Insurance
Executive Planning
- Retirement plans that allow a company to be selective on who participates in the plan, favor the top talent, with no government-imposed restrictions on contributions
Carve-Outs for both Life and Disability Plans
- SERPS
- COLI
- BOLI
- SEC 162 Bonus Plans
- 401(k) Mirror Plan
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