"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?"
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?"
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?"
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.
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
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*
- MBO / ESOPS
- Cash Flow and Buyout Capital*
- Family Transfers
- Exit Planning & Sales to Outside Parties*
*Offered through 3rd party unaffiliated resources
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
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
- ESOPS
- Defined Benefit Plan
- Profit Sharing
- Retirement Income Analysis
- Pension Plans
- Group Insurance