Register for our daily webinar on the CARES Act and other financial resources available to business owners.


Monday-Friday, 2 PM EST

COVID-19 Business Survival Toolkit

The CARES Act continues to involve, and guidance is issued almost on a daily basis. Local and state governments are also launching initiatives of their own.

Join us as we discuss the latest changes, what they mean for your application, and what your expectations should be regarding when funds will be disbursed.


Federal resources - City/County/State Resources

Useful Resources

We have compiled an annotated list of the resources we mention in the webinar. We hope that they will be useful to you as you figure out your options.

We are an Insurance and Business Advisory firm.

We help our clients answer 4 critical questions:

  1. What is my company worth?
  2. How do I protect it adequately?
  3. How do I grow it sustainably?
  4. How/when do I transfer out on my terms?


98% of business owners don't know what their company is worth, although it's usually their largest asset. Without this information, all other planning is approximate at best


We assess your insurable risks to make sure you have the right coverage in the correct amount. We also address your non-insurable risks, which can be just as detrimental


Depending on the nature of the business and the preferences of the owners, the growth can happen inside or outside of the business. We provide strategies for either case


Unplanned exits are handled with buy-sell planning. Planned exits are more about leadership & succession planning. There is overlap between the two, but they are usually both necessary


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