It is vital to a firm’s continued security to have a well designed business continuation plan.

Because most closely held businesses rely heavily on the talents and contributions made by their owners and key employees, it is vital to a firm’s continued security to have a well designed business continuation plan. Unexpected circumstances can often lead to the ultimate demise of an otherwise prosperous venture. The death or disability of an owner or essential employee can leave the business vulnerable to a myriad of financial and legal complications.

PFG Private Wealth Management specializes in working with closely held and family owned businesses. The enhanced understanding we have gained from our 40 years of experience affords us a distinctive insight into the complexities of these types of companies.

Whether your company is searching for the most effective means to retain key executives or to plan for the ultimate disposition of the firm, we guide you through all of your available options and counsel you on the most appropriate solutions.

Our service includes:

Executive Fringe Benefits

Executive Bonus Plans

Split Dollar Insurance

Deferred Compensation Plans

Salary Continuation Plans

Business Continuation Planning

Funding Option Analysis

Buy / Sell Strategies

Family Business Succession Planning

Key Person Insurance