Protect & Exit Your Business
As a business owner, your company is not just your livelihood —
It’s part of your legacy. CONA helps entrepreneurs prepare for the unexpected and the inevitable, from succession planning and buy–sell agreements to employee retention and business continuity. We design strategies intended to safeguard your business, your family, and your financial future, so you can move forward with confidence.
"What’s the smartest way to protect my business today—and prepare for a successful exit when the time is right?"
FAQs
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The best time is now—whether you’re five years out or just starting your business. Early planning gives you more control, higher business value, and a smoother transition when the time comes.
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We help you implement strategies like key person insurance, buy-sell agreements, and continuity planning to protect your business, team, and family from disruption or financial loss.
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Retention starts with incentive alignment. We offer strategies like executive bonus plans and ownership transition tools that reward key team members while preparing your business for a strong future.
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Yes. Your CPA and attorney play important roles, but a financial advisor brings a holistic perspective—integrating financial, business, and personal goals into a unified strategy that serves you long-term.