Business Planning

With over 25 years as a CEO of numerous companies, our business planning focuses on issues specific to business owners and stakeholders.  The stakeholders are your family, partners, stockholders and your employees.  For most business owners, their business is their most significant asset!  The financial success of that business has an immediate impact on the economic security of their families. Without proper planning, you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business at your death.

Over 40 years of Business and Financial experience qualifies me to help you with:

  • Risk management
  • Distributions to the owners
  • Succession planning
  • Business strategies

The risk management again will thoroughly analyze all of the what-if-scenarios and show you the options to minimize or eliminate the risks.

Executive compensation focuses on both cash and non-cash approaches. The size and structure of the business significantly influences how you choose to compensate your executives and key people. Examples of compensation include insurance benefits, qualified retirement plans, stock options, personal performance initiatives, and other tax-advantaged non-qualified plans.

Succession planning focuses on the transition of a business from an existing owner to a new owner. While key factors vary extensively with business type and industry, there are some factors common to all business transitions, including the creation of a salable business and the formulation of specific transition mechanics at time of sale.  Additional succession planning issues include positioning a business for sale, determining valuation and terms, grooming senior management and creating strategic alliances.  In simple terms, we help you to create your exit strategy so that it occurs in spite of uncontrollable events.

Planning now assures that your strategies will execute when planned, not because of an unforeseen event or crisis.