Small business owners face a number of additional planning concerns. Whether you are starting your business or planning to transition your business either at retirement or at death, Castle Wealth Advisors can make the process easy to understand and less complicated.
Let us help you:
Select the form of business entities
Understand potential liability types associated with each form
Select and implement a qualified retirement plan for your small business
Identify and mitigate potential risk factors
Build your business continuity plan
Discuss and plan for retirement with your small business in mind
Identify possible business transfer strategies and their impact on your retirement, taxes, and estate plans
Develop a estate plan that is right for your business
Buy-Sell Agreements
Cross-Purchase Agreements
Lifetime gifts and Lifetime gifts of business interest
