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*
- MBO / ESOPS
- 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.