- Retirement Plans i.e. 401(k)/SEP IRA/SIMPLE IRA
- Key Employee Bonus Plan
- Buy Sell Agreements
- Financial Planning Education for Employees
Transition Planning: Prepare your business for new ownership
- Business Succession Strategies
- Small Business Mergers & Acquisitions
- Business Valuation
STEP 1: INTERVIEW – Personal interview to uncover what your definition of success is for your business so we can custom tailor a financial plan to support your goals and objectives.
STEP 2: STRATEGIZE – Strategy session to develop a game plan for achieving your goals, which may involve working with your attorney and accountant to ensure a cohesive plan that is in alignment with your existing planning.
STEP 3: IMPLEMENT – Review the game plan, outline steps to implementation and begin steps towards achieving your goals.
STEP 4: MONITOR – Monitor progress towards those goals on a quarterly, bi-annual, or annual basis depending on your preference.
STEP 5: ADJUST – Our commitment to monitoring your plan includes making adjustments as changes in ownership, personal circumstances, markets, and regulations dictate to ensure you remain on the path to financial freedom.