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Business Planning

Business Planning

Business financial planning involves strategies to protect, enhance benefits, and prepare for retirement while also considering potential exits to maximize value and minimize risks throughout the business lifecycle.

Here's how:

  • Protecting the Business: Employ risk management strategies such as insurance coverage, contingency plans, and legal safeguards to help shield the business from unforeseen events that could disrupt operations or assets.
  • Enhancing Benefits: Implement attractive employee benefits packages, including health insurance, retirement plans (such as 401(k)s or pensions), and other perks, to attract and retain top talent, fostering employee satisfaction and productivity.
  • Tax-Efficient Custom Employee Retention Plans: Designing innovative employee retention strategies including golden handcuffs, phantom equity plans, and performance-based incentives, structured to provide tax advantages for both the business and key employees while incentivizing long-term commitment and performance.
  • Exiting the Business: Plan for a successful exit strategy by considering options such as selling the business, transitioning ownership to family members or successors, or merging with/acquiring another company. Implement valuation assessments, succession plans, and tax-efficient exit strategies to help maximize potential returns and facilitate a smooth transition of ownership.

Building relationships with clients is what drives us.  We utilize a broad spectrum of risk and investment products to help our clients achieve financial goals for themselves, their families and their business.