Knowledge is the key to success in all of life's decisions. The more you know, the easier it is to make intelligent choices.... Brian Kennedy



3806 Market Street Suite 1
Camp Hill, PA 17011


(717) 774-7080


(717) 920-7645

Business Succession and Exit Planning

Business Succession and Exit Planning -
Business Intelligence Institute

What keeps you up at night?

We understand that owning a business is not only a full-time job, it's a lifestyle choice. And it is not surprising that most business owners have done some level of planning, at different times through different advisors, often resulting in a lack of coordination, and a clear direction moving forward.

The Business Intelligence Institute® is a network of financial planners with demonstrated expertise in comprehensive financial planning with particular concentration in issues particular to owners of closely held businesses.

As a Business Intelligence Institute Specialist®, Brian brings expertise to the unique planning circumstances that face every business owner at every stage of their business development process.

Business Intelligence Brochure

Business Intelligence Specialist Brochure


It is our goal to simplify the process, put your planning issues in our hands, and to be your advocate to get your planning work done, so that you can focus on what you do best – running and growing your business!

Areas of Planning

Entity Planning

  • Valuation
  • Cash Flow - Working Capital
  • Financial Leverage
  • Tax planning - C vs. S
  • Opportunity for Growth - Risk in Industry- Barrier for Entry
  • Risk Management
  • Bridge to Personal Financial Plan

Executive Compensation

  • Key Employee Retention
  • Deferred Compensation - Synthetic Equity
  • COLI
  • Optimize Pension
  • 3.8% Surtax Planning
  • 1031 and 1035 Exchanges

Employee Benefits

  • Group Benefits
  • Health Care Reform - Health Benefits
  • 401(k) Plan
  • Long Term Care
  • Disability Income

Business Succession

  • Bench Strength for internal succession
  • Exit Planning
  • Buy Sell
  • Keep Sell
  • No B/S (Children Business)
  • No B/S (Partner)
  • Stock Red vs. Cross Purchase
  • Wait & See Buy/Sell
  • Equalization - Business to Children
  • Financial vs. Market Researching
  • Value Gap
  • Management Succession
  • ESOP


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck