Mary Carter Financial Services

Business Planning


If you own a business, you are faced with additional challenges and opportunities. We can evaluate and determine the appropriateness of:

  • Buy/sell planning and agreements
  • Qualified retirement plans
  • Employee benefits
  • Deferred compensation
  • Key person retention
  • Family partnerships
  • IPOs
  • Life insurance
  • Succession planning
  • Access to capital markets

Click here to learn more about transferring your business.