General Info

Wayne Kollas, Founder and President of Wayne W. Kollas, Inc brings over 31 years of business and insurance experience to the table. For the past 21 years he and his staff have provided independent consulting to individuals, businesses and other professionals. Wayne and his staff provide services in the areas of business continuation planning, executive benefits, retirement planning, estate planning, wealth transfer and insurance. While our client list is long and varied, two particular areas we specialize in are meeting the needs of closely held businesses and their owners and providing consultative services to other professionals. Services For Closely Held Businesses The owners of closely held businesses face a number of unique challenges in coordinating the success and continuation of the business entity and providing for the security of their families. Wayne W. Kollas, Inc has the experience to help with both business and personal planning, and more importantly, making the critical connections between these two spheres. Services to Professionals Wayne Kollas and his staff regularly provide consultative services to Attorneys, CPAs, Trust Officers and other professionals in the areas of business continuation, executive benefits, complex estate planning and insurance. We know it is important for professionals to maintain their client relationships. It is also probable that they will at times need to deal with technical issues requiring specific technical expertise. Wayne and his staff are experienced in working behind the scenes providing the research, analysis and insights which professionals can apply to their clients specific situation. Whether you are exploring funding mechanisms for a buy/sell agreement or assessing complex insurance options, our approach can protect your client relationships, enhance your billable services and assure that your advice to your clients is solidly grounded.