Our Services

We offer our clients the following services:

  • Business Liquidity Solutions
  • Business Continuity Services
    • Buy-Sell Agreement Design
    • Deferred Compensation Plans
  • ESOP Consulting, Planning & Implementation 
    • Feasibility
    • Design
    • Implementation
  • ESOP Repurchase Liability Solutions
  • Segregation Accounts Management
  • 401(k) Advisory Services
  • Estate Planning