Business Growth Strategies

At Chamberlain Group, we've learned a lot in more than four decades of earning the trust of our business owner clients.

We've learned that our inspiration comes from admiration for your vision, knowledge, and hard work. We've learned that our role is to bring analysis and insight about the current business, economic, and tax environment, so you can act decisively. And we've learned how to discover your unique perspective—the “why” behind what you have accomplished and how you do it. That understanding is what sustains relationships.

When working together to develop business growth strategies, we'll ask questions to help us find the right answers:

  • What got you started as founder, and what keeps you going as CEO today and for the future?
  • Think about the real value drivers in your business. How would you leverage them to maximize its worth?
  • Are there hidden risks waking you up at night? Would you like strategies to resolve them?
  • After decades of success, what next mountains do you think about climbing?

Once we are certain we have really heard your goals and concerns, we apply our unique interplay between investment and insurance expertise to create a strategy that is customized to your needs and aimed at your future.

Our Business Growth Services include:

  • Executive Benefit and Retirement Plans

    • Deferred Compensation
    • Supplemental Retirement
    • Long Term Incentive Plans
    • Pension
    • Profit-sharing
    • 401(k)
    • Cash Balance
    • COLI and BOLI
  • Succession Planning

    • Estate Tax Liability Funding
    • Buy/ Sell Funding
    • Wealth Transfer

    Captive Insurance Company Advisory Services

    • Alternative Risk Mitigation
    • Captive Optimization
    • Asset Management

View Our Services Brochure