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Corporate Financial Planning

Many businesses are so focused on growth and earnings that they don’t have time to think about what happens if a key executive leaves or is injured, or what the proper steps are to take when the owners are ready to sell, or pass a business along to a partner or an heir. These are complex issues that deserve not just a passing thought, but a thorough plan to guide you through them. Let your Corporate Wealth Advisors with Krietzberg Wealth Management walk you through the difficult and often challenging conversation of what happens next.

Your comprehensive corporate financial plan will feature issues such as risk management, business succession, ownership succession, and leadership succession. And, when you’re ready to sell your company, we can help construct a comprehensive Buy/Sell agreement and assist you with the transaction when the time is right.

Plan today for both the expected, and the unexpected consequences of future events and how they can affect your business.

Learn more about Corporate Retirement Plans, Executive Compensation, Exit and Succession Planning, and Group Life and Disability.