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Business Protection & Planning

You’ve spent countless hours growing your business into a valuable asset, it’s time to protect that asset.

SWG will assist in the design of and facilitate a customized protection plan that seeks the succession and seamless continuity  of your business.  Your business is a valuable asset to you, your family, and your employees and having a concrete plan in place that efficiently transfers the operations of the business and provides compensation to your loved ones is imperative.  We are happy to partner with your current legal and tax advisors or help you put together that team through our extensive referral network of professionals if necessary.

SWG will provide guidance and funding strategies for:

Business Continuation Planning (Buy-Sell Agreements and other Exit Strategies)

Whether you’re preparing for retirement, tragedy strikes or you are simply looking for a new challenge, we can help develop a customized plan for exiting and transferring your business that seeks to maximize financial returns, minimize tax liability, create a plan for contingencies and facilitate a successful transfer
of the business.

Key Person Planning

As you’ve grown your business, you’ve undoubtedly identified who your key employees are from an operational and revenue generation standpoint.  What would the effect be on your business and bottom line if they were to leave your company?  We can assist you to develop a plan that will make these transitions as seamless as possible from a financial perspective by accounting for training a replacement and lost revenue.