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Customized Business Services

At Life Planning Group, we know what it takes to establish, cultivate, and protect a thriving business.  Whether you run a boutique shop or a large company, Jim and Jonathan Knox will provide a comprehensive menu of strategies to help you advance what you care about most: your core business.

  • Succession Planning
  • Retirement Planning
  • Key Executive Retention & Reward Plans
  • Deferred Compensation Plans
  • Qualified Retirement Plans
  • Employee Benefit Plans
  • COLI, BOLI & ESOP Planning
  • Group Health Insurance Plans
  • Voluntary Employee Deduction Plans

Do you know the true value of your business?

If you don’t, you’re not alone.  Only 2% of American companies know their business’s value*, but when you work with Jim and Jonathan, you’ll not only know where you stand.  You’ll know how to capitalize on available opportunities and expand your firm’s horizons.

By harnessing our state of the art technology and BizEquity Business Valuation Report, we will show you how to elevate your business and make more informed decisions for your future.  In addition to securing the bigger picture, our comprehensive planning will assist with:

  • Planning effectively for Retirement
  • Deciding when and how to sell your business
  • Aligning key team members for your succession plan
  • Building a trust or creating an estate plan
  • Preparing for taxable events (such as gifting or grants)
  • Ensuring that your business and family are protected

At Life Planning Group, we serve as your dedicated resource to help your business implement strategies that maximize its potential and longevity.

*IBIS World, 2014

“Knowing the true value of your business is critical to proper business planning and achieving personal goals.  Through our valuation process, we can help answer the questions that will lead you to make informed decisions for your future.
Let us show you how.”

Know Your Valuation