Our Services

Business Continuity Planning

What does the successful transition of your business look like? Do you have a plan in place?

Designed for closely held business owners and families in business together, we focus on asking the right questions, presenting choices, and creating financial strategies that advocate for the successful operation of your business, today and tomorrow.

Business Succession Planning: Design, funding, and implementation of a transfer or sale of ownership while carefully protecting everyone involved along the way.

Business Protection Planning: Protect your business and retain important clients and employees by ensuring that you have a solid contingency operating plan and the liquidity to continue despite an unexpected loss, disability, or removal of a key player.

Employee Retention Planning: Discover ways to further incentivize and reward new and existing employees with plans which vest over time and offer your employees a sense of stability and peace of mind.

A Word From Our Clients

Dave Nichols, Sequoyah Electric

The Lyman Group has been a key player in helping our company create a long-term succession plan and identify coverage for key leaders. Their input and solutions have allowed us to feel great about a second generation of ownership in our company, and a successful exit for founding members.