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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Business Owner Services

Click here to access Alpha’s exclusive business owner content

Business Owner Services

  • Business Value Acceleration & Risk Management
  • Exit Planning
  • Key Employee Retention Planning
  • Buy/Sell Funding
  • Employee Benefits
  • Cash Management
  • Capital Sourcing

View the Business Owner PDF

View the Value Acceleration PDF

View the 14 Exit Planning Suggestions PDF

View the Four Cs PDF

View the Keep or Sell Test PDF

View the Know Your Gaps PDF

Office

710 E. Main St. Suite 110
Lexington KY 40502

Form CRS

Contact Info

(859) 785-2660

info@alphaky.com

     

 

 

 

 

 

 

 

 

 

 

 

 

 

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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