As the old saying goes, "Most business owners don't plan to fail. They fail to plan." Key Financial Partners tailors unique business planning solutions for every type of business owner. Whether you are just opening your doors, selling, or passing your business to the next generation we are here to walk you thru every step of the way. We examine, design, and execute sophisticated tax and estate solutions that generate considerable income tax savings, preserve wealth and reduce or eliminate estate taxes.
Our professionals are equipped to handle all of your business needs which include the following:
- Advanced Tax Minimization Strategies
- Buy/Sell Funding
- Executive Benefits
- Employee Benefits
- Key Man Insurance
- Profit Improvement
- Cash Flow Planning
- Succession Planning
- Employee Stock Ownership Plan - leveraged or not (ESOP)
- Charitable Family Limited Partnerships(CFLP)
- Charitable Remainder Trusts(CRT)
- Reducing income and estate taxes on the sale of the business
