Your Employees Are Your Most Valuable Asset

Over a decade ago, we recognized the need for specialized financial advice geared to helping family-owned and closely held business with business succession, employee retention and estate tax minimization.

  • Business continuation planning
  • Key person retention and incentive programs
  • Buy sell agreements strategies
  • Structure of succession planning
Contact Us Today
Business continuation planning, Key person retention and incentive programs, Buy sell agreements strategies, Structure of succession planning in Albany, NY.