Here are the types of questions business owners will usually ask themselves:
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 Value Estimate
- Business Assessment
- Growth and “Shock Absorber” Capital
- Asset Protection
- Tax Minimization
Exit & Succession Planning
Owning a successful business is not an end in itself. Give us the opportunity to 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, a prudent 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 Plan & Group 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 Plans
- Profit Sharing
- Retirement Income Analysis / Value Gap
- Pension Plans
- Group Insurance Coverage