Wouldn't it be reassuring to know that you have access to a team of advanced planning experts who are ready to assist you in even the toughest cases?

Our Advanced Planning Center (APC) is here with the knowledge, resources, and leverage you need to provide your clients with the best possible level of service. In addition to in-house specialists, the APC has unique relationships with top valuators, attorneys and industry experts who offer on-demand expertise and solutions. With over a century of combined experience, the APC is ready to assist you in qualified plans, executive benefits, and business succession planning.


Qualified Plans

Client Profiles | Concept Pieces | Fact Finders | Expert TPA Referral | Existing Plan Review | Plan Creation | Product Selection

Executive Benefits

Executive Bonus Plans | Split Dollar Arrangements | Non-Qualified Deferred Compensation | Existing Plan Review | Sample Agreements | Concept Specific Attorney Referral

Business Succession Planning

Business Valuation | Buy Sell Arrangements | Exit Strategies | Estate Equalization | Concept Strategies | UW Expertise | Point of Sale Consultation

The APC specializes in helping advisors leverage the Department of Labor ruling to grow their businesses. With the help of the APC, you can:

  • Learn product and sale strategies that can minimize the potential loss of revenue due to the ruling;
  • Mitigate the risk of litigation by utilizing a holistic planning approach with your client
  • Stay up-to-date with the latest news and effects of the ruling


Kent Griffin
VP Advanced Design and Planning
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Don Rosborough
Director of Advanced Design and Support
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Tom Worthington
Business Planning Consultant
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Ana Maria Gonzalez Wood
Global Estate and Legacy Planning Consultant
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The APC has strategically partnered with Marshall & Stevens to provide you with expert business valuation consultation, tax valuation, and fair value analysis.

A business is often the largest single asset a business owner possesses, but most fail to do the appropriate planning that reflects this—over 90% of family-owned businesses fail to make it to the 3rd generation. Through our strategic partnership with Marshall & Stevens, we seek to remedy that, and help you create a plan for your client that will carry their legacy through future generations. Unlike most valuation firms, the services we offer extend far beyond a value calculation. We’ll work with you to draw up a customized plan designed around your client’s specific needs and goals for their company—whether that involves designing an ironclad succession plan or significantly increasing the marketplace value of their business.

Your client’s company deserves to reach its maximum potential, and we aim to provide you with any and all of the resources you need to get it there.