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Business Planning

Utilizing a combination of sophisticated planning, experience and knowledge of valuing equities, we will help facilitate the value and transfer of your business, between you, your family and your partners.

Business Planning programs typically include:

  • Buy/Sell agreement funding
  • Succession and retirement planning
  • Ongoing reviews and updates
  • Employee benefit programs
  • Federal and state tax reduction strategies


From the concept to the execution, from the paper work to the bottom line, Southtowns Financial Group, Inc. will help you and your organization to achieve the full potential of your business…for today, tomorrow and many future tomorrows.