As business owners ourselves, we understand the unique set of challenges you face and your desire to maximize the opportunities you’re given. We know your time is best spent in the areas that matter most – serving your clients or customers, attracting new business, improving cash flow and mitigating taxes. We also understand that to maximize the value you have created in your business, you will need an exit strategy that enables you successfully to transition your business to a new owner upon your retirement.
Financial analysis of your existing business with suggestions on how to improve its value
Review of Succession Plan for tax-efficient sale or transfer of your business
Update of Buy-Sell Arrangements in the event of premature death or disability (by referral to qualified legal counsel) and ensuring appropriate insurance to fund a buyout (in consultation with your insurance professional)
Employee retirement plan services as detailed below, for both owners and employees
In partnership with our portfolio managers, an investment management firm with over $7 Billion of individual and employer plan assets under management, we offer employee retirement plans:
“qualified plans” such as 401(k), defined benefit plans and profit sharing plans
“non-qualified plans” targeted to the highest earners (where there are no requirements as to the lower paid employees’ participation).