BUSINESS FINANCIAL PLANNING SERVICES

Eventually your business will be sold or passed on to a family member or trusted associate. You can help make sure all your hard work truly pays off in the end by planning in advance.

Our Business Financial Planning Services focuses on strategic planning for your business and for you as the owner. A Wachovia Securities Financial Advisor along with our dedicated staff of business planners, including legal, tax, accounting, insurance, and management professionals, will work with you to develop objective, non-product-specific planning strategies. The review addresses ownership and management succession as well as estate and retirement planning. The result—specific recommendations targeting your current and long-term goals.

Planning recommendation addresses issues including:

• Family-owned business consulting
• Succession, transfer, and exit strategies
• Shareholder and family compensation
• Estate planning strategies*
• Shareholder and employment agreement consulting
• Compensation planning
• Executive compensation and incentive studies
• Qualified retirement plan election consulting
• Key employee benefits and retention plan design

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