Private Company Services
Private Company Services
ClaryEB consults with privately held companies in the areas of insurance, benefits, and executive compensation. Having served as President, CEO and as a major shareholder of a national firm with nearly $100 million in revenues, Jim Clary has a unique perspective to offer business owners.
Services include:
- Business continuity and exit planning
- Family succession planning
- Keyman insurance
- Life insurance for estate liquidity
- Buy-sell agreement funding
- Disability insurance
- Qualified retirement plans
- Nonqualified retirement plans
- Executive benefit plans
- Executive compensation arrangements