Business Planning
Business Planning
Owner Risk Planning
Are you aware of the financial, liability, planning, fraud and other business risks business owners face?
We define risk response plans and perform analysis for comprehensive management and compliance.
Business Planning
Tax-Qualified Retirement Planning
Does your retirement plan meet ERISA requirements? Do you know the benefits you are eligible for?
We design and review plans which can compliantly benefit key employees and provide owner tax incentives.
Business Planning
Non-Tax Qualified Executive Benefit Plans
What are the best options to create competitive incentives to attract and retain vital staff?
We work with organizations to develop benefit or executive packages to reward and retain the key performers in your business.
Business Planning
Succession Planning
Are you prepared for the unexpected? Are succession strategies in place as part of your overall business plan?
Most businesses do not consider the what if. We walk owners through the scenarios to construct strategies that meet owner’s desires and minimize outcome risks.
Business Planning
Captive Companies
Why a captive instead of deductibles/retentions or self-insurance?
Learn the advantages and guidelines on how to establish a plan as a cost-effective solution.
Business Planning
Woman-Owned Business Planning
Are you taking advantage of opportunities specifically for women-owned businesses?
From start-ups, divorce, inheritance to succession planning, and other business situations, we provide counseling in creating and enhancing comprehensive strategic plans.