With business planning, a well thought out exit plan is crucial to ensuring a healthy return on your investment. We want to help you harvest the wealth you have created in your business so you can get the highest value for all your hard work. We’ll help you build your exit strategy business plan where you can walk away with the resources you need to maintain the lifestyle you’re accustomed to enjoying.
Do you have a strategy for identifying and developing future leaders at your company? Not just at the top but for major roles at all levels? We'll help you get you up to speed on your succession plan so you can prepare high-potential workers for advancement.
Defined Benefit & Contribution Plans
The difference between defined benefit plans and defined contribution plans is substantial, so it's important to understand the characteristics of both. We'll help you make the right retirement plan choice for your company.
A thorough buy/sell strategy addresses the “Five D's”: Death, Disability, Divorce, Disillusionment and Distress. It also offers peace of mind knowing that your business is in capable hands should you no longer be able or want to manage it. We'll work to help assure continuity for your customers, creditors and employees. Most importantly, we’ll help make sure your legacy is protected and the equity in your business is passed along to your family.
Deferred compensation plans are an incentive to help you hold onto key employees. We'll educate you on the pros and cons of qualified and non-qualifying deferred compensation plans and help you navigate the tax implications of both.
CEPA® Certified Exit Planning Advice
As you well know, it's hard to work on your business when you work in your business. As a CEPA Certified Exit Planning Advisor, George can help you:
1. Analyze Transferable Business Value
2. Position for Successful Transfer Upon Exit
3. Prepare for a Life Without Income