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Business Stages

Business Continuation

Business Continuation

Group Benefits

Group Benefits

Business Succession

Business Succession

Shareholder Agreement & Will

Shareholder Agreement & Will

Executive Benefits

Executive Benefits

ADVISORY SERVICES

Shareholder Agreement & WillSeldom completed; rarely reviewed

These documents form the cornerstone from which future planning begins. There have been substantial changes since2006, yet seldom are these documents updated; leading to increased taxation and possible estate litigation.

Owner/Key-Executive Compensation Strategies
For business owners and key-employees

Integrating investment and insurance strategies creates many options for increasing compensation, which can dramatically improve key employee retention and retirement income.
Key-person planning can even create a built-in buyer for the business in the future.

Corporate Tax Planning Strategies
Your business is growing; so are your planning opportunities

Corporate restructuring, estate freeze, doubling up on the capital gains exemption, and using trusts in estate planning are just a few of the tax reduction strategies available for our clients’ estate and business succession planning.

Corporate Insurance Services
Not all products or companies are created equally

The landscape of the insurance industry has changed substantially since 2008. We make certain that policies provide the right protection when it is needed most, in the most cost effective manner.


WE UNDERSTAND THE VALUE OF SPECIALIZATION AND PARTNERSHIP

BUSINESS OWNERS HAVE SO MUCH TO GAIN BY TAKING THE TIME TO PLAN AHEAD.

At CLARK & ARSENAULT ADVISORY we see ourselves as the bridge between accounting, legal, and insurance expertise. Our role is to build the spirit of trust and present the highest caliber of estate and business succession solutions to make great things happen.

A BUSINESS NETWORK TO SERVE YOU BETTER.

Our Network of Business Associates are there to offer the same “client first” approach to their area of EXPERTISE. When these services are combined with our own, a comprehensive corporate blueprint, fully Integrated for cost efficiency, is the result.

INTEGRATED BUSINESS SOLUTIONS – REFERRAL NETWORK SERVICES
Risk Management
Investment Management
Employee Benefits
Accounting Services
Legal Services
Risk Management
Property and casualty
Liability and bonding
Investment Management
Personal or Corporate Investment Portfolio
Registered Retirement Savings Plan
Employee Benefits
Group Insurance
Group Pension
Accounting Services
Corporate Tax Planning
Tax Filing Services
Legal Services
Shareholder Agreement and Will
Corporate Styructures

Contact Us

Blueprint Planning Group
sarah@blueprintpg.com
(780) 863-5618
Please contact us for our office address.

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The mark of a solid succession plan is the proactive completion of a transition strategy that unfolds automatically when an untimely event occurs.

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