Employee BenefitsStrategies to attract/retain employees and contribute to the productivity of the enterprise.
Executive Benefits/CompensationStrategies to incentivize the management team, for both current and future success of the company and owners.
Buy/Sell and Keyman PlanningOften a good first step in protecting the business operationally and financially, and gaining clarity of what the desired future for the company looks like.
Succession PlanningOwners don't last forever. How do you create and control your destiny and legacy?
Retirement PlansMany think a retirement plan IS a 401(k) plan. This is far from the truth. There are many different structures and design options that can be tailored for the owners' and company's specific situation, goals, and values.