Business Owners
Business Succession Planning
- Analysis of your current estate plan and concerns
- Create a roadmap for business partners, heirs and successors to follow in the event of your death, disability or retirement
- Develop strategies that strive to help protect your business goals and family in the event of losing a business partner or key employee
- Design charitable plans that will help provide you with a legacy
- Establish a plan to help maximize your estate and minimize your taxes
- Meet with your attorney
Executive Compensation Planning
- Analysis of your current executive compensation structure
- Create executive deferral plans for top executives
- Supplemental executive retirement plans (SERP)
- Develop strategies to help attract, retain and motivate key executives
Employee Benefit Planning
- Analysis of your current employee benefits program
- Create an employee benefits program to help maximize your return on human capital
- Aim to enhance the value of your company by attracting, motivating and retaining employees
- Develop strategies that strive to create a balance between value and cost control
- Group health plans
- Group retirement plans 401(K), 403(B), Simple and SEP IRA, Keogh Plans