BUSINESS SERVICES
To create something that reaches beyond ourselves is invaluable, rewarding and noble.
Working with business leaders to establish economies is a privilege. Any connection with us will be grounded in our desire to know you and your business over any strategy discussions. We believe in a robust discovery phase to ensure we are clear about what is most important to you. We believe in the power of asking and not telling. You know your business and ours is to help create hope, bring clarity, define outcomes and deploy meaningful financial solutions that support and fund your vision.
Business Services
Knowing what is really important to each participant in your business is priceless. Do you know what drives them? How they make a difference in their daily lives? Their dreams and aspirations? These days there is a lot of talk around building company culture. Supporting a thriving culture begins with understanding; specifically, understanding what’s important to those who serve in exchange for compensation. Get this part right, and the outcomes are extraordinary.
We work with Executives, Self Employed individuals, Large companies and Small business owners transitioning or enhancing their Defined Benefits plans and Defined contribution plans. We also work with companies who are looking for a higher level of fiduciary compliance and want to reduce their business’s fiduciary liability. We enhance defined contribution planning and bring the highest level of integrity to employees, executives, owners, and principals.
Key Person Retention is vital to long term success. Traditional deferred compensation models that fall under E.R.I.S.A simply fall short in accomplishing that outcome. For example, one option allows Key Person(s) to defer compensation in a way that allows the business to carry it as an interim asset instead of a liability, while replenishing funding into the company that ensures long term success. Our Advanced Strategies Team specializes in the development and deployment of these strategies.
Beginning with the end in mind allows for business continuity, especially for those who have small businesses or professional service companies (Law Offices, Doctors, Accountancy Practices, etc). We work with Business Leaders to ensure business continuity using funding strategies for Buy-Sell Agreements, Key Person Protections, and Executive Bonus Strategies.
Some might call this the “Golden Parachute”. How do business owners and executives effectively deal with the sunsetting of a Key Person? We have some ideas that have proven to be effective at establishing an effective Golden Parachute without breaking the bank.
Many Pensions are in trouble. The harsh reality is that unfunded future liabilities are a significant threat. Pension Rescue allows us the opportunity to reconfigure a company’s asset base, providing relief or elimination of unfunded future liabilities. It is an effective strategy that closes the gap and reverses the negative trend.
Reach out for a free consultation today!