ane Group has been in practice for over forty years and a question that we are often asked by new and existing clients is: -
" Ownership and succession of my business interests for future - where do I go with it?"
Our teams individual experience and expertise will provide important options and answers to this fundamental question.
We are an independent, boutique consulting and brokerage firm compromised of industry experts, each with their own unique focus. We are often referred to our clients by their legal and financial advisors. Our team works collaboratively to ensure that each and every client benefits from the expertise within our firm.
Strategy Planning for the corporate owner is not a static process. People’s lives and circumstances change. Tax, probate and other laws change on a regular basis. It is important that an individuals Succession Plan is monitored and updated on a regular basis. We are your committed partner in reviewing and revising your plan to ensure it always meets your needs today and into the future, no matter the circumstances.
Our Areas of Expertise
Strategic Planning for the Corporate Owner
Succession and Corporate Continuation Planning
Improved Creditor and Asset Protection
Life Insurance Specialists
Employee Group Benefits
Executive and Director Compensation