CLICK ON AN ICON TO REVEAL MORE 09. Business Planning For business owners, we navigate through crucial considerations such as entity structure, succession planning, retirement planning and buy/sell agreements. We want • Review Business Structure to create a profit first mentality to • Review Valuation of the Company make sure you don’t just reinvest • Current Cost Basis all your profit back into the business but save money outside • Income Sources for Owner(s) the business as well. • Buy/Sale Agreements • Insurance (Health, Key Man, Property, etc.) • Employer Sponsored Retirement Plans/Deferred Compensation • Collaboration with Estate Planning Professionals • Estate Planning Recommendations