Business Owner Planning

A fully integrated approach

“Serve First, Last, and Always^SM” is our overriding philosophy – the one that uniquely defines the way we do business. That means your Business Intelligence Specialist will provide you with innovative guidance and solutions – still you will always make the final decisions impacting your company’s financial future.

Clear, understandable guidance. We listen carefully, analyze fully and then provide recommendations that are relevant, timely and – above all – understandable.

Custom solutions. We provide confidential, highly customized solutions that emphasize you and your needs – not a pre-packaged set of solutions or ideas.

Coordinated services. Our work both supplements and coordinates the services of your existing team of specialists, such as a trusted attorney, accountant or board of advisers. In addition, your Business Intelligence Specialist is experienced in marshalling the resources of a nationwide network of investment banking, M&A and other technical specialists.

An ongoing relationship. Business owner planning is not a static event. Your strategies are regularly reviewed to ensure they remain consistent with your long-term objectives and are aligned with our changing world. Through it all, we keep you at the center of the process. We are your advocate.

Your legacy starts here

As the owner of a closely held business, you’re often too busy “fighting alligators” to give the future its full due. Yet, your ultimate success will be measured by the creation and implementation of a comprehensive business plan that improves the probability of attaining your vision, values and goals.

Solutions as unique as you are

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
• Equity and Synthetic Equity Planning
• Tax Reduction Strategies

Exit & Succession Planning – Owning a successful business is not an end in itself. Rather, it is a means to an end. We will 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*

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
• Nonqualified Deferred Compensation

Corporate Retirement Plans & 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