Do my documents properly address the future of my business?

Compass Wealth Strategies will assess if your business is positioned properly to provide for your retirement. You will need:

  • A Retirement Plan
  • Plans in the event of death or disability including Business Continuation Plans and Income Continuation Plans.
  • An up-to-date Business Valuation.
  • Buy-Sell and Funding Agreements to provide full value for your business.