Broker Check

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.

Have a Question?

Thank you!