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Business Planning

How Prepared Are You? How Prepared is Your Business?
Complete Our Business Planning Questionnaire to Find Out!

We have done a business valuation within the past 2 years and are comfortable with the current valuation.
We have a buy/sell agreement in place.
As a family business we have gone through a continuation and estate planning process and have addressed a plan for equitable treatment of family members both inside and outside the business.
There is a formal retirement plan in place for the company.
We would like to review our retirement plan for better design investment choices or cost.
There are programs in place (such as a deferred compensation plan) to selectively benefit the owner(s) and/or key employees.
We are comfortable with the financial impact if the owner was disabled
We are comfortable with the outcome if the owner retired.
We are comfortable with the financial outcome if the owner passed away and there are provisions in place for the spouse and children.
There are corporate owned life insurance plans in place.
We have key employee benefits in place to attract and retain irreplaceable members of our company.
The owner(s) are investing outside of the business for a part of their overall retirement plan.
Based on my concern about certain of the above areas we would like a complimentary consultation.
I Need Help! Please Contact Me. 

    Greentree Management & Insurance, Inc.
    1300 Horizon Dr., Suite 103
    Chalfont, PA 18914

    Office: (215) 997-7778
    Fax: (215) 997-7767
     

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