Our Strategic Business Planning Services
Key Person Insurance
Protecting your business from the loss of a key person is critical so you’re still able to sail and keep your business running without them. We can help determine the potential economic impact and what it takes to cover your business in case one of your key employees passes away unexpectedly or becomes disabled.
Business Continuity Planning
Who will take over at the helm at your business if something happens to you, a partner or another key person?
We’ll help ensure your business is protected and prepared for the unexpected with a continuity plan that keeps the operation moving forward and minimizes impacts in turbulent
While we’re not saying you need to give every executive the keys to a brand new fishing boat, the right compensation plan could actually be your key to lasting success. We can help determine the best payment and benefit strategy to encourage executive retention and keep key personnel with your business for the long term.
Exit & Succession Planning
Whether you want to retire on a yacht or sail onto a new opportunity, we can help prepare your business for your departure. To set you up for success, we’ll develop an exit strategy consultation to determine timing of the exit, who will manage the business when you’re gone and how to produce the necessary cash flow.
Meet Our Co-Captains
The founders of Helm Financial LLC, Zach Taylor (left) and Alex Grammatic (right), share more than just a strong love of the sea; we both agree that we are greater than the sum of our parts. We carry this team-oriented approach through all aspects of our client-focused mindset and have created a network of strategic partnerships with respected estate and business attorneys, CPAs and other financial experts. With unwavering optimism and a passion for continued growth opportunities, our primary focus is big-picture success for each of our clients.
Whether you want to talk about your latest fishing trip or chat about key person insurance, we’re all ears!
Is your business ready for the future?
These resources can help you determine that!
Exit Plan Readiness Survey
If you’re considering leaving your position, take our exit plan readiness survey and receive customized resources tailored to your current status.
Key Person Insurance Calculator
Calculate an approximate range
of the level of insurance coverage
you would need to cover the key person in your business.
For more information about our exit planning process, business continuity planning and more, discover our full library of free whitepapers.
Managing Your Risk
The professionals at Helm Financial LLC can position you to offset risk caused by contract disputes, training replacements or a company buyout; the loss of specialized expertise, intellectual property and key employees; and events that impact sales and production. We are leaders in identifying business opportunities, and every member of our team understands how to reverse-engineer their clients’ business objectives into a wholistic, navigable plan. Our independent business consultants mentor clients to help them protect the value of their ownership interest.