Big Plans For Small Business
Small business owners are a large percentage of our financial planning practice. With our experience and resources, we have a unique ability to help small businesses grow and prosper.
We accomplish this by determining what amount and forms of compensation will motivate and retain your key people. We also look at employee benefit design as a way to additionally customize compensation. Of course, we look at all of these issues in relationship to the business owner and their family's needs, including your retirement plans. Our strategies help your company:
- Grow in value
- Ensure continuation between partners (buy-sell planning) and family members (intra-family continuation strategies)
- Develop a real world exit strategy
- Properly structure business sales and liquidations
- Explore and identify which type of entity (i.e. S-corporation versus LLC) makes the most sense for your business and investment activities
