Harry Perler and David Olejnik, Financial Advisors of Perler Financial Group provide Business Continuation Planning in Vancouver and the Lower Mainland. Providing trustworthy and unbiased advice with holistic Financial Planning to ensure your business’ continuation needs are met.
Business continuation planning is the process of creating a system of prevention and recovery from potential threats to a company This process will focus on ensuring that personnel and company assets are able to function in the event of a disaster or other unforeseen happening.
Much of our planning follows the Perler Wealth Management Process which was developed and perfected by our founding advisor Harry Perler over the last 30+ years. Please navigate through our website to learn more.
Harry and David are business owners. They understand the hard work and dedication business owners labour into their respective professions. They also understand the need for Business Continuation Planning in Vancouver. A business owner pours time and dedication into their work. A flourishing business requires a succession plan to ensure its longevity across generations. As a business owner prepares for retirement, Harry and David can assist in allocating assets and structuring a transfer to a trusted colleague or family member.
Both Harry and David understand the importance of protection for the business and dependents in cases of an owner’s unforeseen death or disability. Especially if they are a key person in daily operations.
Harry and David can structure funded buy-sell agreements, standard buying and selling, employee benefit and retention programs, and other tax-advantage tactics to advance a flourishing business.
Business Continuation Planning is very important to ensure your needs are met. Contact Harry or David for more information.
If you would like to learn more about our Business Continuation Planning Process and live in the Greater Vancouver area, please call Harry Perler and David Olejnik at 604-468-0888
