Services
Carlson Flynn helps clients in many ways. Our team’s expertise spans over 40 years.
Exit or Perpetuation
Essentially, this program is dedicated to the proposition that you’ve built a successful business. The question is: What’s next? We bring objectivity, experience and proprietary tools to your side. Learn More.
CPP
Comprehensive Perpetuation Planning™ (CPP) recognizes a simple truth — all companies must pass to successors or die. Unfortunately, only a few take the right steps to systematically select and groom new leadership. Learn More.
The ESOP
No one will argue that Employee Stock Ownership Plans (ESOPs) have offered tax advantages to both selling shareholders and sponsoring businesses, while allowing employees to build significant wealth. Learn More.
Executive Benefits
It is getting increasingly harder to recruit, retain and reward top people. Too often, qualified plans fail to provide enough incentive or reward for highly paid execs. Learn More.