For the Business Owner
BUSINESS OWNERS SPECIALIZED NEEDS:
CLICK HERE FOR KNOWING WHERE YOUR BUSINESS STANDS & RELATED STAGE PLANNING:
EARLY, MID or LATE STAGES
1 BUSINESS PROTECTION. - To protect owner income and business debt along with other family and company needs.
2. PORTFOLIOS- Retirement and Investment Programs for Owners, Partners, Families and Employees.
3. RISK MANAGEMENT/ INSURANCE* - Business owner needs, company needs, employee needs, key personnel, buy sell agreements.
4. CASH USE PLANNING- Retained earnings, reinvestment of cash and/or investments.
5. LEGAL/ TAX ISSUES ** - general advice, use of accountant and or tax lawyer recommended when necessary.
6. Succession and Estate Planning - Planning to retire, sell, leave the estate to heirs.
For a free, no obligation meeting on how we can assist you and your company's needs refer to contact details on this website.
* Insurance products provided through Dundee Insurance Agency Ltd.
** DundeeWealth Inc., its subsidiaries, or its affiliates, including, Dundee Securities Corporation does not provide any income tax preparation service and does not supervise or review any income tax returns. |
