Perpetuation Planning
Hines Ball | Perpetuation Planning
Plan today for a successful tomorrow.
No matter how you envision the future going, you need a plan in place. A plan that helps you rest with peace of mind knowing that no matter what tomorrow brings, you have contemplated the future. Right now you may be preparing for a family member to take over and/or a rockstar employee. Both of these scenarios are common thoughts. However, with having the proper discussions and crossing the right T’s and dotting the i’s you will find yourself behind the eight ball when the time is necessary.
The Advisors at Hines Ball will listen to your plans, desires, and wishes, and guide you through the proper planning processes needed to secure your perpetuation plan. From legal documents to other components of planning, let Hines Ball help guide you along.
Service Inquiries
Submit an Inquiry
Other services offered at Hines Ball Advisory Group
Operational Optimization Consulting
Hines Ball Advisory will work with you to complete an Optimization study looking at all elements of your business to ensure that you have the optimization you seek.
M&A Advisory
Selling your business has so many components to consider and so many opportunities to ponder. This is what Hines Ball Advisors does daily.
Business Planning
Hines Ball stays in constant communication with industry leaders to understand the business plan implementations that are desired, working, and going to spark interest from strategic partners.
Mission Statement
To provide world class service to the Independent Insurance Industry through knowledge, integrity, professionalism, and results.
Vision Statement
Hines Ball is going to raise the conscious intelligence to ensure HB clients are identified as world-class business people and entrepreneurs.