Business Succession & Employee Benefits

FINANCIAL PLANNING

For Business Owners

A business may be one of the owner’s largest assets and can create complex financial questions.

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PLANNING FOR

Business Succession

For unique circumstances in business including:

  • Selling the company

  • Transferring ownership

  • Passing the business to family

  • Bringing in new leadership

  • Preparing for retirement

  • Creating a succession strategy

EMPLOYEE BENEFITS

Employee benefits can affect company finances and employee attraction and retention. The firm offers employee benefit consulting and corporate retirement plan considerations.

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Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Thompson Pratt Capital Management and Arkadios are not affiliated through any ownership.

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