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Business Owners

At Legacy Financial Group, we provide a comprehensive approach to business succession planning. We work closely with business owners to develop personalized business succession plans that ensure the continuity of their businesses and provide financial security for future generations. Our team has the expertise and experience to guide business owners through the complexities of succession planning, including identifying potential successors, assessing the value of the business, and developing a plan for transferring ownership and management, considering both the financial and non-financial aspects of the transition process.

Our services include developing buy-sell agreements, creating family limited partnerships, and structuring employee stock ownership plans (ESOPs). We also provide guidance on tax planning strategies and work closely with our client’s legal and accounting professionals to ensure a smooth and seamless transition.

We believe that executive benefits are a crucial component of any successful business. Let us help you design and implement an executive benefit plan that aligns with your business goals and attracts and retains top talent. We specialize in executive benefit plans that help our clients achieve their business goals. By identifying their needs and creating comprehensive benefit plans that include retirement benefits, deferred compensation plans, key person insurance, and more.

We believe that executive benefits should be tailored to the specific needs and goals of each individual and company. That's why we take a personalized approach to designing executive benefit plans. We understand that executive compensation packages can be complex, which is why we strive to make the process as simple and transparent as possible.

Our team is dedicated to staying up to date on the latest trends and regulations related to executive benefits. This ensures that our clients receive the most relevant and effective advice and solutions.