Business Planning

Successfully preparing and planning for your exit as a business owner ensures ongoing success and continuation of your business.

Business Planning
Key person planning

Buy/Sell Planning and Agreements

Key Employee Planning

Executive Benefits
Carve Out Planning

Employee Benefits
Group Benefit Brokerage Services

Disability Buyout

DOE/Disability Overhead Expense

Buy/Sell Planning and Agreements

Key Employee Planning

Executive Benefits
Carve Out Planning

Employee Benefits
Group Benefit Brokerage Services

Disability Buyout

DOE/Disability Overhead Expense

Premium Financing

Special Needs Planning

Foss Financial Services

Identify, Prioritize, & Achieve Your Goals!