Planning
Planning topics for business owners
Every business is different. These are the questions Trino most often helps owners think through. Nothing here is advice for a specific situation. It is where the conversation starts.
What business owners come to talk through
Each topic below has its own page with the questions owners ask most, answered in plain English.
Buy-Sell Agreements
What happens to an owner’s share if a partner retires, leaves, becomes disabled, or dies.
Business Succession Planning
Who will own and run the business when you step back, and how that handoff happens.
Key Person Coverage
What the business would need if someone it depends on were suddenly gone.
Retirement Plans for Business Owners
The kinds of plans businesses consider, and the rules and responsibilities that come with each.
Executive Benefits
Arrangements that reward and keep owners and key leaders beyond a standard retirement plan.
Where to start
Most owners start with one question: what happens to the business if something happens to one of the people who own or run it. From there the conversation usually touches more than one of these topics, because they fit together.
This site is general education. It does not describe any specific product and is not tax, legal, or investment advice. Your own attorney and tax professional should be part of any plan.