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Knowledge & Insights Center

Third-Party

Feb 1, 20191 min read

Business Continuation: Funding Your Buy-Sell Agreement

You've spent years creating a significant financial interest in your business and a buy-sell agreement is an important fundamental step to h

Third-Party

Feb 1, 20191 min read

Business Continuation: Why Your Business Needs a Buy-Sell Agreement

If you’re like many successful business owners, the longevity of your company is a primary concern for you.

Third-Party

Feb 1, 20191 min read

Business Succession and Estate Planning with an ESOP

As the owner of a privately held corporation, you’ve worked long and hard to build up the business and make it a success.

Third-Party

Oct 1, 20181 min read

Phantom Stock: A retirement Benefit Solution for Key Employees

If Your Business has Top Performers You’d Like to Reward…but you don’t want to relinquish equity in your company, there’s a solution you may

Third-Party

Oct 1, 20181 min read

Premium Financing: The Value of Choice, The Power of Credit

Guardian’s Premium Financing Platform is supported by alliances with strong, reputable lending institutions that have continued to extend cr

Third-Party

Jul 31, 20181 min read

Advanced Planning: The benefits of a Note Sale to an Intentionally Defective Grantor Trust

If you have a large asset… you’d like to transfer out of your estate, minimizing estate taxes may be a top priority for you.