Executive Benefits

Do you know what your business is worth and have you planned for succession?

Successful business owners are often so busy that they do not take the time to plan for the future of their organization. Whether manufacturing, sales or service, day to day activities get in the way of sitting back and thinking for the long term. A change in ownership is inevitable and not an if, yes or no question. We use a proprietary system that helps closely held businesses determine value. This is useful for planning beyond succession for such issues as financing and estate and inheritance taxes.

We work collaboratively with ownership and other advisors as appropriate to develop, design and implement strategies that help maximize and protect the future and against the unknown by having a well designed and funded transition plan in place, whether by buy-sell arrangement or financial/estate plan. This makes sense for ownership, family, business associates and employees.

Whether a proprietorship, partnership, pass through entity (LLC or Subchapter S) or C corporation, we have established and followed plans that have helped more than 200 businesses (including family businesses) provide for the future.

Our clients include closely held businesses and organizations with one to 250+ employees, professional corporations and practices, hospitals, banks, credit unions and tax exempt organizations.

For more than 50 years, Secure Benefits Northeast has helped

Protect business owners, key executives and employees from financial loss due to death, illness or injury;

Recruit and retain key executives and employees by providing adequate and appropriately tailored retirement and retention benefits in both taxable and tax-exempt organizations;

Provide for an orderly and adequately funded transition of ownership and leadership, whether planned or unplanned.

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