Business Owner & Company Solutions
Company retirement plans, employee benefits and exit planning solutions.
Business Owners Are Different.
Business owners are driven, independent people who combine their unique skillsets to marry their business with their personal life. They're passionate, problem solving and are committed to the success of their company and their people.
Our role is assisting these folks in designing their ideal lifestyle between their personal, financial and business lives before, during and after their transition into retirement. This allows them to stay focused on their mission of running a successful small business.
Our Four Business Owner Principals
Communicate
Business is a game of strategies. To win, we dive deep in collaborative workshops to understand your business, personal and financial goals. We then create a roadmap to success by implementing and monintoring ongoing progress and regularly check in to make sure your goals are still valid.
Design
Is your company a lifestyle business where you're working and enjoying the income? Is it a value enhancement business where you're building to eventually sell? Our process helps to uncover how to optimize your business for whatever direction you want to take it. We also ensure you're adequately prepared for some of life's unexpected events.
Connect
We are a collaborative network of professional business advisors that are specialized in various disciplines to help maximize your company's profitablity and value. Working together, we're able to bring a level of understanding and professionalism that is needed to produce results for a "Best in Class" business in your industry.
Engage
Of course, we are in constant contact and are always here for ongoing support. With regular check-ups, workshops and communication, we're an extention of your business operation and pride ourselves in helping you achieve your vision.
Let’s team up.
What We Offer.
Exit Planning
According to the 2017 State of Owner Readiness study conducted by the Exit Planning Institute, 88% of business owners have no written plan to transition out of ownership. 80% have never sought advice on how to best position their business for an exit. 70% don't know how much after tax dollars they'll need for retirement. We're on a mission to change all of that.
401k Retirement Plans
An amazing tool for the business owner in helping to minimize their tax liability, company sponsored retirement plans are also a great way to reward and retain your employees. We help keep your plan's design current, educate your employees and find ways to save on unnecessary fees.
Employee Benefits
With health insurance being a top priority in the workplace today, our team assists in finding a compatible broker for your employee health benefits needs. They’re able to sift through the sand and uncover a solution for your business.
Retaining Top Talent
To incentivize your best and most productive employees, we help design deferred compensation plans which allow for much more salary deferral than the traditional 401k retirement plan. In some cases, these plans allow for well over $500,000 of tax deferral and retirement savings.
Free Ebook for Business Owners
5 Things Successful Business Owners Do
