Business Continuation Planning

Planning for the survival of your business is crucial. Business Continuation Planning makes sure the value of what you’ve built outlives you. Additional benefits of a Business Continuation Plan can include significant tax benefits, greater asset liquidity, broader asset diversification and higher employee commitment and retention.

Whether you want to consider selling your business to key employees or co-owners, or would like your business to provide an income for your family if you were unable to run it, we can help.

Plan options include:

• Buy-sell Arrangements
• ESOP
• Key-person Insurance

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., member FINRA (www.finra.org), SIPC (www.sipc.org), and a Registered Investment Advisor. Filice Retirement Services and Woodbury Financial Services, Inc. are not affiliated entities. Registered for securities in California and licensed for insurance in California and Oregon. Investment Advisor Representatives – Erik Jensen, License # OC13503 – John Hitch, License # OD78567 – Laurel Packham, License # OD78963 – George Fraser, License #O345438.