![](https://static.wixstatic.com/media/035244_881cbe4617f449cab844cb6a48b5fbeb~mv2_d_2475_2475_s_4_2.jpeg/v1/fill/w_700,h_700,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/035244_881cbe4617f449cab844cb6a48b5fbeb~mv2_d_2475_2475_s_4_2.jpeg)
![pexels-kampus-production-8171221_edited.jpg](https://static.wixstatic.com/media/2b9366_a1e3faca4a41443fb36b7efacf11c576~mv2.jpg/v1/fill/w_490,h_327,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/2b9366_a1e3faca4a41443fb36b7efacf11c576~mv2.jpg)
business planning
The Milam Insurance Strategies team is highly regarded in the financial services and risk strategies industries. Our business planning team has years of experience and can assist you in business planning research, creative planning design, and point of sale consultation. In addition to our in-house specialists, the Milam Insurance Strategies team has relationships with top valuators, attorneys and industry experts who offer on-demand expertise and solutions.
QUALIFIED PLANS
Client Profiles
Concept Pieces
Fact Finder
Expert TPA Referral
Existing Plan Review
Plan Creation
Product Selection
UW Expertise
Point of Sale Support
BUSINESS SUCCESSION PLANNING
Business Valuation
Buy/Sell Arrangements
Exit Strategies
Estate Equalization
Existing Plan Appraisal
Plan Creation
Product Selection
Sample Agreements
Concept Specific Attorney
EXECUTIVE BENEFITS
Executive Bonus & Deferred
Compensation
Split-Dollar Arrangements
Existing Plan Review
Plan Creation
Product Selection
Sample Agreements
Concept Specific Attorney
Referral
UW Expertise
Point of Sale Support
MARSHALL & STEVENS
Business Valuation Consultation
Tax Valuation
Fair Value Analysis
THE SENEX GROUP
Pension consulting
Defined benefit cash balance plans
Split funding
SFI
Premium finance
MEET OUR TEAM
![Tom Worthington.png](https://static.wixstatic.com/media/2b9366_f3200284ec3145f8a9c58c209d43d690~mv2.png/v1/fill/w_922,h_599,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/Tom%20Worthington.png)
CALL US FOR MORE INFO
(904) 570-6019
HAVE QUESTIONS?
Please provide us with the basic details of your company's business
planning needs and we will respond promptly.