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Business Owner Planning

A fully integrated approach

“Serve First, Last, and AlwaysSM” 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.

The Business Cycle
Choosing a Retirement Plan that Fits Your Business

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*
  • 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