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Business Planning

As a business owner, your number one concern is growing your business. To that end, you face many financial decisions:

  • Are your key people happy, or do you risk their departure to “greener fields”?
  • Will your business suffer if a key person dies or becomes disabled?
  • Do your rank and file employees have retirement options?
  • Do you want to step back from business one day or retire altogether?
  • Are most of your wealth tied up in your business?
  • Who will take over when you are no longer with – or are no longer able – to run the operation?

The sheer number of decisions and their complexity can paralyze a business owner into no action. This type of inaction distracts you from effective management. It would be best if you had solutions for those complex business challenges. Our process and team approach will give you the proper techniques to answer these questions and many more.

To ensure your business is ready for anything, we provide smart solutions for your employee benefit, protection, and business succession needs. Some of the things we offer include:

  • Business Succession Planning
  • Business Continuity Planning (BCP)
  • Exit Planning
  • Buy/Sell Agreements
  • Executive Compensation Plans
  • Qualified Retirement Planning
  • 401(k) Plans
  • SEP IRAs
  • 412(e)3 Plans
  • Key Man Insurance
  • Employee Benefit Programs

With Cape Cod Wealth Strategies, you don’t have to run your business and answer the hard questions alone.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (774) 470-1756