Business Services

Protect your life’s work


There is a direct correlation between business owners’ personal financial strategies and the successful transition of their businesses — often their most valuable assets. The extent to which these complex issues are integrated heavily influences the likelihood of success. Building wealth outside of a family business is critical to any business succession strategy

Preserving a lifetime of hard work in an owner’s business and passing it along to the next generation is a difficult process. Studies show that 70 percent of businesses fail as they move from the first to the second generation of owners.1 This is because many business owners neglect to plan for the eventual transfer of their businesses.

Symmetry financial professionals have a special talent for working with businesses — many are former small business owners. From helping you create a complex buy-sell agreement to offering a complimentary, no obligation employee benefits evaluation, we help prepare your business for smooth success.


  • Business succession strategies
  • Key employee insurance
  • Deferred compensation strategies
  • Salary continuation strategies
  • Split dollar strategies
  • Executive bonus strategies
  • Employee benefits

<sup>1</sup>Beyond Survival – Leon A. Danco, PhD.

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