Dan Parrish Insurance Services, Inc.

Control

Your business and estate are a crucial part of your life. At DPIS/DPA, we can help you maintain control and stability through all of life's challenges. Whether you are considering a liquidation or succession plan we provide strategies to help you reach your goals and objectives.

Taxes

We know your decisions have an impact on your business' viability both economically and competitively, now and for future generations. We can help guide and assist you to properly structure the transfer of your assets to make sure you are able to efficiently meet your goals. Don't let taxes hold back your planning.

Family Harmony

At DPIS/DPA, it is important that we keep your goals in the forefront. With multi-generational business operations, we understand that family harmony is key to the planning process. We will assist you in understanding options to achieve equality and fairness among your heirs so you can rest knowing you have a clear and complete plan.

Succession

Our client's business interests often represent 80-90% of their total net worth. With our continuity planning process, we help enhance business attractiveness and owner readiness starting with a complete valuation of your business by our team of experts. This provides clarity of your options resulting in a better transaction. We understand these are life-altering events and want our clients to feel confident and secure in the decision-making process.

Dan Parrish

Dan Parrish & Associates