Business Planning Services

As a business owner, you spend your lifetime focused on building a successful company. If you are suddenly unable to manage your company, would your family, co-owners and employees know how to run the company in your absence? Business planning is a vital task that ensures long-term business profitability and preserves the highly qualified people that you need for your business to succeed into the future.

Our advisors have experience working through the family and business issues related to the transfer of a business. As part of our Business Planning services, SC&H Financial Advisors will help you create a plan for successors to follow in the event of your death, disability or retirement. Our plan will include all the elements that affect your business and its assets, and it will include the legal and insurance arrangements that you should put in place to secure your business’ future. By developing a plan to help ensure the continued operation of your business, we will help protect your legacy.

At SC&H, we will develop a flexible and effective plan that is designed to enable you to retain the value of your business even if an unplanned event occurs. We will constantly review your plan and make changes as necessary. Our business planning methodology includes:

• Business Succession
• Buy-Sell Agreements
• Non-Qualified Retirement Plans
• Key Employee Retention

For more information about developing an effective plan, e-mail us at Financial@SCandH.com or call (410) 403-1512 | (800) 832-3008.