There are a variety of advisory services we provide to business owners and senior executives.  For smaller companies, we set up and manage retirement plans, utilizing similar sophisticated techniques as for individual client asset management.   Cypress also advises on overall business planning, including buy-sell arrangements, insurance needs, and succession planning.  For senior executives of larger companies, we analyze and determine an optimal plan for exercising company stock options or managing a large holding of a restricted single stock.  We also specialize in a covered call writing program to creatively exit from a single stock holding.