Broker Check

Business Owner Planning

Through hard work and perseverance, you’ve taken a vision and turned it into reality. You’ve built a successful business. You’ve created wealth. Maybe you’ve even begun grooming the next generation of leadership. Now, it’s time for the next phase – capitalizing on what you started.

The Business Intelligence Institute provides pragmatic strategies to help grow and protect your business, while potentially maximizing its value – allowing you to accomplish personal, financial and estate preservation goals. Business Intelligence Specialists offer planning-based, outcome-oriented solutions that answer business owners’ critical questions:

  • “How can I grow and protect my business?”
  • “What is my business (really) worth?”
  • “Who’ll take the reins?”
  • “How do I attract and retain top talent?”
  • “How do I tap the wealth in my company?”

Solutions as Unique as You Are

Business Owner Planning & Advice – There is no “one size fits all” approach to structuring and operating a successful business. Issues of capital structure, tax reduction and entity selection interact uniquely with your own goals and vision. The challenge is to develop a plan that maximizes your company’s value today – and tomorrow.

  • Entity Selection
  • Business Value Estimate
  • Business Assessment
  • Growth and “Shock Absorber” Capital
  • Equity and Synthetic Equity Planning
  • Tax Minimization

Exit & Succession Planning – Owning a successful business is not an end in itself. Rather, it is a means to an end. We will work with you one-on-one to protect and preserve the wealth contained in your business – and create a strategy to capitalize on that wealth on your terms, while passing on assets and management control from one generation to the next.

  • Buy-Sell Analysis
  • Mergers & Acquisitions*
  • Cash Flow and Buyout Capital*
  • Family Transfers
  • Exit Planning & Sales to Outside Parties*

To learn more about Exit & Succession Planning, please go to the Equity Strategies Group page.

Executive Compensation – Compensation is more than just a paycheck. Together, we’ll explore the wide variety of taxable, non-taxable and deferred compensation plans available for key non-owner executives and managers. Ultimately, the right plan can help attract and retain top talent, increase business value, and ensure business continuity.

  • Long Term Performance Awards
  • Key Employee Protection
  • Corporate Benefits
  • Owner’s Protection
  • Equity/Synthetic Equity Compensation
  • Nonqualified Deferred Compensation

Corporate Retirement Plans & Benefits – Implementing a retirement plan for your business can be uncharted territory. We’ll guide you in selecting and implementing a tax-effective retirement plan that benefits both owners and employees, while complying with increasingly complex regulations.

  • 401(k) Plans
  • Defined Benefit Plan
  • Profit Sharing
  • Retirement Income Analysis
  • Pension Plans
  • Group Insurance

*Offered through 3rd party unaffiliated resources.