Broker Check

Are You Ready To Let Somebody Else Run The Business?

Take our 10-minute business readiness survey. Whether you want to transition your company in 10 years or 10 days, our Business Exit Readiness Index will help you get on the right path. A free six-page report, customized to your answers, follows your 10-minute survey. There is no fee to take the assessment and your answers are sent immediately to your e-mail and kept completely confidential. 

Take Your Complimentary Financial Readiness Survey

The Business Intelligence Institute provides pragmatic strategies to help grow and protect your business, while potentially maximizing its value – allowing you to accomplish personal, financial and estate preservation goals. Business Intelligence Specialists offer planning-based, outcome-oriented solutions that answer business owners’ critical questions. Here are some examples:

"How can I grow and protect my business?"

"How can I grow and protect my business?"

Your business probably represents your greatest asset and your primary source of wealth. Now, let’s develop a plan that positions your business for growth and prosperity for generations to come.

"How Do I Attract And Retain Top Talent?"

"How Do I Attract And Retain Top Talent?"

With the right executive compensation plan, you’ll be able to effectively reward superior performance, provide valuable incentives, and attract and retain top talent – whether it’s one or more key persons, or a select group of executives.

"What Is My Business Worth?"

"What Is My Business Worth?"

It is nearly impossible to begin meaningful business and personal financial planning without an understanding of what your business is truly worth. Just as important
is a thorough understanding of your personal financial goals – and what it will take to reach them.

"Who Will Run My Business When I Am Not There?"

"Who Will Run My Business When I Am Not There?"

Deciding when and how to transfer your business is one of the most important decisions you will ever make. Your Business Intelligence Specialist will walk you through the wide
variety of succession paths and help you structure the most efficient transfer.

Our Solutions Are Unique, Just Like Your Business

<strong>Business Owner Planning &#38; Advice</strong>

Business Owner Planning & Advice

There is no “one size fits all” approach to structuring and operating a successful business. Issues of capital structure, tax reduction and entity selection interact uniquely with your own goals and vision. The challenge is to develop a plan that maximizes your company’s value today – and tomorrow.

  • Entity Selection
  • Business Assessment
  • Equity and Synthetic Equity Planning
  • Business Value Estimate
  • Growth and "Shock Absorber" Capital
  • Tax Minimization
Exit Planning And Business Succession

Exit Planning And Business Succession

Owning a successful business is not an end in itself. Rather, it is a means to an end. We will work with you one-on-one to protect and preserve the wealth contained in your business – and create a strategy to capitalize on that wealth on your terms, while passing on assets and management control from one generation to the next.

  • Buy-Sell Analysis
  • Mergers & Acquisitions*
  • Cash Flow and Buyout Capital*
  • Family Transfers
  • Exit Planning & Sales to Outside Parties*

*Offered through 3rd party unaffiliated resources

Executive Compensation

Executive Compensation

Compensation is more than just a paycheck. Together, we’ll explore the wide variety of taxable, non-taxable and deferred compensation plans available for key non-owner executives and managers. Ultimately, the right plan can help attract and retain top talent, increase business value, and ensure business continuity.

  • Long Term Performance Awards
  • Key Employee Protection
  • Corporate Benefits
  • Owner’s Protection
  • Equity/Synthetic Equity Compensation
  • Nonqualified Deferred Compensation
Retirement Plans and Benefits

Retirement Plans and Benefits

Implementing a retirement plan for your business can be uncharted territory. We’ll guide you in selecting and implementing a tax-effective retirement plan that benefits both owners and employees, while complying with increasingly complex regulations.

  • 401(k) Plans
  • Defined Benefit Plan
  • Profit Sharing
  • Retirement Income Analysis
  • Pension Plans
  • Group Insurance

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