Small Business Financial Planning

Small Business Financial Planning

Business Planning Checklist

• Formation Stage
• Accumulation Stage
• Mature Stage

Types of Business Insurance Concerns

• Buy-Sell Plan
• Compensation Programs
• Deferred Compensation
• Key Employees
• Split Dollar

Key Employees

Key employees literally hold the key to continued success of a business. They are your most valuable asset. By developing strategies for retaining key people, you lay the foundation for a profitable and secure future. Foremost among strategies should be a review of your compensation and benefit programs. A strong benefit program is essential for attracting and keeping key employees who will play a critical role in your company's future profitability and success.

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