Closely Held Businesses

Your business is the engine that drives your wealth and creates your legacy. We can help you find financial efficiency, protect your assets, and maximize profits.

We Design Programs to Fit Your Company Culture.

Retirement Plans

Business owners can enjoy tax benefits, motivate employees, and build their own retirement assets with a workplace qualified retirement plan. 

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Employee Benefits

The right benefits plan can enhance your workplace culture, empower your workforce, and attract top talent to your company.

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Executive Benefits

Executive Benefits

Attracting and retaining top talent is critical to your success. We design executive benefit solutions to address the unique needs of highly-compensated and key employees.

Financial Wellness Solutions

Financial Wellness

The Harvest, Family Business Solutions provides workplace financial wellness programs that can help reduce employee anxiety about personal finances, increase morale, and reduce employee turnover.



Health Insurance for the Soloprenuer 

Need assistance understanding and balancing the cost-benefit ratio of health insurance plans?

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.



Business Continuation Succession

Do you have the plan to protect your business against unforeseen events? If so, does your plan have the right tools in place to put that plan into action? The Harvest, Family Business Solutions can help protect your business against the unforeseen.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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