Our Services
The Business Owner Resource Division of Evershore Financial Group exists to perform one function - to serve the needs of today's business owner facing the possible exit of their business in the future.
Every private business owner is unique. The solutions one receives from the our Exit-Planning Advisors are tailored individually with this unique focus in mind. With our enthusiasm, scale, vision, and values, our team of advisors serve the Business Owner community at large in the following areas:
Areas of Expertise:
- Key-Person Succession Strategies
- Executive Compensation
- Business Exit-Planning
- Business Valuation
- Business Succession
- Business Growth & Planning
- Retirement Solutions for Businesses
- Retirement Solutions for Sole Proprietors
- Buy-Sell Agreement Financing
- Asset Management
- 401(k) Benchmarking
- 401(k) Management
- Employee Benefits
- Investment Management
- Tax Planning
- Life Insurance Premium Financing
- Fiduciary Services
- Wealth Protection and Planning
- Trust, Partnership, and Life Insurance Vehicles
- Estate Planning
- Tax-Efficient Wealth Transfer
- Multigenerational Strategies
- Philanthropic Planning and Administration
- Charitable Trusts
- Family Wealth Education and Seminars
