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Small Business Owners

PareShah Partners understands the entrepreneurial spirit and the specific challenges and opportunities you face in building a successful enterprise.

To address the long-term financial security of your business and your employees, we help you offer 401(k) and other qualified employee retirement savings plans. We also help you secure high-quality group health, life, disability and long-term care insurance.

Knowing how important it is to recruit and retain top talent, we work with you to establish deferred-compensation plans and other benefit options designed to make your company stand out in today’s competitive landscape. We also provide access to key-producer life and disability insurance to better protect your bottom line.

When it’s time to transition your business, either internally to current partners or employees, or externally to an outside buyer, we customize succession plans utilizing buy-sell agreements, employee stock ownership plans, or other solutions appropriate for your specific circumstances and goals.

To schedule a no-pressure conversation about your business’s needs, or to learn more about how we can help you achieve a secure and fulfilling retirement, please provide your contact information below. Feel free to include any specific questions you may have. We look forward to speaking with you.

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