Broker Check
Client Centered

As an entrepreneur you are by nature a risk taker. 

You have vision, seek growth and are an innovator.  As such, you know that in order to be successful in business you need to surround yourself with the right people, processes and systems. 

KHA comes alongside you and your business to provide financial planning, retirement plans and planning, tax law interpretation and implementation, business and personal asset protection, employee retention and business continuity strategies. 

Together we can focus on your business development and continued success.

Client Centered

What is your business continuity plan?

  • Do you have the proper coverage in place to protect your business interests and key people?
  • What is your plan to replace income and/or keep your business open in the event of injury?
  • Are you struggling to retain/attract employees?
  • How will the loss of a key employee effect the business income?

Contact us today for an unaudited business valuation.

Key Person Coverage

Every business has one or more individuals with a profound effect on the business.  This person may even be you.  Key Person insurance provides a death benefit to a business if the owner or significant employee passes away.

Business Continuity

What happens in the event of death or disability of a business owner?  

Will your family retain the business?  Will it be sold internally or externally?  Will the business be liquidated?  

Buy-Sell Arrangements

What is your business exit strategy? 

  • Cross-Purchase
  • One-Way
  • Entity Purchase
  • Cross Endorsement

Triggering Events for Buy-Sell Plan

  • Retirement
  • Disability
  • Sale of Business
  • Lifetime Transfer
  • Death

Contact us today for an unaudited business valuation.

Thank you!