Retirement Strategies for Businesses

We help business owners keep more money in your pocket and key employees in your business. Our customized solutions avoid market risk and help you:

• Retain your best people building them a tax-free retirement
• Attract executive talent with compensation bonuses
• Reward your top performers with life-changing bonuses

While growth and profitability are obviously the primary focus for business, it is leadership’s job to position the organization and the team to achieve these objectives.

Attracting and retaining the executive talent you need is critical for your business. We can help you build compensation and bonus plans that leverage your compensation dollars, minimize your business tax exposure and show your most important employees how much you value their expertise.

Executive retention strategies focus on growing retirement funds that are free from market volatility and taxes plus protect your employee’s estate in case of health emergencies.

Succession plans ensure that when planned or unplanned executive departures occur, the business is protected from the related financial burden. Loss of a key manager can result in lost revenue, high recruiting and replacement costs, operational risks due to management vacancies and even critical disruption in ownership structure and voting rights.

Our strategy is to partner with company owners and their advisors to protect your business by ensuring a succession plan minimizes this risk.

• Your rockstar employee wants to leave? Can you enhance her comp so she’ll stay?
• One of your firm partners passes away suddenly? What happens to his piece of the firm?
• Your FDA approval is going to take years. Is there a bonus plan that will entice your chief scientist to stay?
• Your law partnership is booming, but your qualified plan is limited. Can you maximize your windfall without overpaying Uncle Sam?