We help business owners zero in on the issues that matter most to their success.
WHAT WE DO:
Analyze and implement Employee/employer benefits packages (retirement, life, health, disability)
- Design and implement strategies to recruit & retain key employees (deferred compensation, stock options, restricted stock, golden handcuff plans, etc.)
- Design and implement retirement plans 401(k), 403(b), & more
- Identify and recommend vendor options for retirement plans.
- Manage vendor relationships. Prepare and manage Requests for Proposal (RFP).
- Provide fiduciary consulting and oversight.
- Facilitate employee education, enrollment, and communication.
Plan and execute the sale of your business or transition to passive ownership.
- Discuss business drivers and business risks.
- Coach you in methods to protect your business assets
- Recommend strategies to safeguard against disability or premature death.
- Evaluate existing life insurance plans, Key Man and Buy-Sell funding.
Develop plans to help you accumulate wealth and plan for retirement.
- Facilitate orderly estate distribution.
HOW WE DO IT:
We begin by identifying your business goals and potential challenges. Then we create a step-by-step plan to address your issues and opportunities.
We welcome the opportunity to collaborate with your established team of business partners and advisors.