Strategies to Protect & Enhance Your Business

Advanced Business Solutions
Reduce stress and uncertainty to your business

Structure an appropriate plan for the future

Depending on the nature of your business some strategies below may be preferable for your particular situation. Our team will help determine which solutions are optimal and will manage the process to maximize the outcome.

Buy-Sell Analysis

Succession Planning

Business Valuation

Risk Management Strategies

Tactical Tax Efficiency Strategies

Executive Compensation Analysis

Qualified Retirement Plan Implementation

Qualified Retirement Plan Admnistration

Employee Benefit Coordination


Maximize Your Company's Benefits

Proactive money-saving strategies and opportunities for your business.
You look out for your business

Risk Management Strategies to protect you, and your company

There are many types of risk to a business. Some risks are common and easily insurable, others are rare or unknown.
Our depth of experience can help you to identify and mitigate these risks in the most cost-effective manner.

To serve you and your business, we can advise you on the following:

  • Key Man Insurance
  • Captive Insurance Company
  • Disability Insurance

Key Man Insurance

Term life insurance to:
1) Cover the cost of replacing an employee
2) Fund a buy-sell arrangement in the amount of the individual's ownership interest

Captive Insurance

Creates an insurance company wholly owned by the business owner to insure the risks of its owners.

Disability Insurance

Policy utilized to fund a buy-sell arrangement upon disability.
Proceeds are used to buyout a permanently disabled business partner.

Experienced Serving Small and Medium Sized Businesses

Regardless of your company's size or revenue, there are many ways to optimize your business and reward your key people.

Structure a plan for the future

Succession Planning

There are various ways a business can transition from one owner to another. Our team of experts will analyze all available alternatives to ensure you maximize your liquidity event.

The key factors consist of the following:

  • Forming an Advisory Board
  • 3 Years of Audited Financials
  • Increase EBITDA
  • Mitigate Risk

Generational Planning

Generational Planning may be a solution to a business owner who would like to pass on the business to heirs.

An appropriate trust vehicle can hold the business out of the owner's estate to mitigate tax liability upon the death of the owner.

Buy-Sell Arrangement

Many families of a deceased business owner find themselves immersed in a business they are not equipped to manage.

A Buy-Sell Arrangement is an agreement between business partners outlining the transfer of ownerships in exchange for funds usually backed by an insurance policy.

Business Valuation

To maximize the value of your business, you need to know its current value today. Our team will determine the most appropriate valuation method and work with you to maximize the outcome. There are 3 main methods:

  • Discounted Cash Flow
  • Comparable Companies
  • Precedent Transaction Analysis
Are you utilizing the various credits or deductions available to your business?

Tax Efficiency Strategies

We want you to be aware of any strategy available to you and your business. We will educate you on the various credits and deductions available, empowering you to make cost effective decisions that can create additional capital - and can lead to employment opportunities, expansion and reinvestment.

Research & Development Tax Credits
  • Cost Segregation
  • Qualified Business Income Deduction
  • Utility Auditing
  • Quaified Property & Bonus Depreciation
Do you have a question? Contact us now!

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