CRG is a firm that specializes in:

• Business Succession and Estate Planning.

• Compensation Planning for business owners and their key executives.

• Analysis of life insurance products and portfolios to determine if they are performing as intended, and how they can be enhanced. 

CRG works on a fee-only basis.  We are not commission motivated, and therefore provide you with solid objective advice, that puts your best interests first, second, and third.

We think that as time goes by the laws affecting you will become more complex.  Techniques which served you well a decade ago may not work today. We continuously search for new ways to solve problems, and continue to provide superior results for our clients.

Representative examples of our services:

• Analysis of estate plans and review of wills, trusts, and related documents.

• Development of strategies to minimize or eliminate transfer taxes.

• Analysis of the impact of existing corporate compensation arrangements on business owners and key employees, and design of supplemental benefit plans.

• Analysis of existing or proposed life insurance products for clients or their advisors.

• Analysis of ESOP repurchase liability and development of investment policy to provide funding.

• Analysis of alternative business continuation strategies in light of economic, legal, philosophical and tax considerations.

• Preparation of ESOP feasibility studies.

• Design, implementation and management of non-qualified compensation plans.