Resources
If you find good insights in the materials here, please do not hesitate to reach out. Our passion is helping clients build and implement effective strategies suited to their specific needs. That being the case, the work we do is very much a bespoke process; what is a great fit for one will not uniformly be optimized for another.
Section 162 executive plans: The bonus that keeps on giving
A Section 162 executive bonus plan is a way to attract, reward, and retain key employees using life insurance.
Business owners: Know your valuation, especially these days
Knowing the value of your business is always important, but changing economic and business factors make having a current valuation even more vital.
A strong team: At the intersection of strategy & tactics
As a business matures, it may need more leaders than followers.
The right business successor: Key to retirement
If you’re a business owner and you are thinking about retirement, then you need to start thinking about succession planning. It’s critical to the best interests of your family and your finances. It’s also critical to the success of your successor