Business Owner Planning
Business Owner Planning
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 and opportunity are 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 Reduction
Continuity & Succession Planning
Continuity is keeping together what you put together. Succession is all about passing the torch without putting out the flame.
- Owner Dependency
- Buy-Sell Strategy
- Mergers & Acquisitions: Buy Side*
- Business Exit Readiness
- Exit Paths
- Mergers & Acquisitions: Sell Side*
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.
- Key Employee Protection
- Long-Term Incentive Plans
- Non-Qualified Deferred Compensation (NQDC)
- Cash Incentives
- Equity Opportunities
- Synthetic Equity Alternatives
Group Benefits & Retirement Plans
Group benefits play an important role in the selection and retention of employees as they are a vital part of employees’ total compensation. We will help you design, implement, and communicate a comprehensive benefits program to accomplish your needs, stay within budget, and gain the appreciation from your employees.
- Group Medical & Ancillary Insurance
- Benefit Administration Support
- Employee Education Programs
- Retirement Plan Benchmarking
- Profit Sharing & 401(k) Plans
- Defined Benefit Plans
*Offered through 3rd party unaffiliated resources.