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Financial Planning for You and Your Business

For most of our clients, their business represents the majority of their net worth. Planning for and managing this illiquid wealth is critical for any successful business owner. Many of our clients have similar questions:

  • What is my business really worth today?
  • How will I know if I can achieve true financial independence?
  • What is the best way to tap the wealth in my company?
  • What are the best ways to attract, retain and reward key employees?
  • How can I grow and protect my business?
  • How successful will my succession or exit strategy be?
  • Am I doing all that I can to minimize taxes?

Our holistic process aims to educate and inform clients about their options while giving them a greater sense of confidence that their goals will be met. 

What kind of business owner are you?

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Business Owner Planning & Advice

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*
  • Personal Value Gap Analysis
  • Growth & “Shock Absorber” Capital
  • Equity & Synthetic Equity Planning
  • Tax Minimization
  • *Offered through 3rd party unaffiliated resources.
Exit & Succession Planning

Exit & Succession Planning

Owning a successful business is not an end in itself. Rather, it is a means to an end. Let us work with you one-on-one to protect and preserve the wealth contained in your business and ultimately, to create a strategy to capitalize on that wealth. Passing on the income, equity and control from one generation to the next, on your terms, is critical.

  • Buy-Sell Analysis
  • Mergers & Acquisitions*
  • MBO / ESOPS
  • Cash Flow & 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
  • Non-qualified Deferred Compensation
Retirement Plans & Group Benefits

Retirement Plans & 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 Plan
  • Profit Sharing
  • Retirement Income Analysis
  • Pension Plans
  • Group Insurance