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Serving the financial and employee benefit needs of a variety of American industries and organizations. |
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Financial Planning
Estate Planning and Wealth Accumulation | Online Insurance
Business owners could be in trouble when they retire, sell their share of the business, become disabled or die. A lack of business continuity planning can lead to ownership disputes, battles for control, lengthy and expensive litigation, a variety of tax problems and even dissolution of the business.
The Lewer Agency, Inc. can enable business owners to avoid these problems by preparing detailed continuity plans for their business. We begin by analyzing all change in ownership scenarios and then developing a strategy to ensure an orderly transition. Our focus is to help lower tax liability and avoid litigation, challenges and disagreements among owners and the heirs.
We provide our clients with business succession planning, insurance planning and funding solutions.
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Planning for Business Succession