Broker Check

Business Strategies

Sole Proprietorships, Limited Liability Companies, Partnerships, and Corporations

RECRUIT, RETAIN and REWARD EMPLOYEES and EXECUTIVES

RECRUIT, RETAIN and REWARD EMPLOYEES and EXECUTIVES

  • Group Employee Health, Life, Disability, and Long-term Care (LTC) Benefits Plans
  • Deferred Compensation and Supplemental Executive Retirement Plans
  • Design of Deferred Non-Qualified & Deferred Qualified Plans for Owners & Employees

Qualified Retirement Plans (QRP) include:

  • Defined Contribution Plans (401k, 403b, Profit-Sharing, ESOPs, SEP, Solo 401k, etc)
  • Defined Benefit Plans (Cash Balance Pension Plan, 412(e)(3) Fully Insured Pension Plan)
  • Personal Insurance Assessments for Business and Individuals
SALARY CONTINUATION for BUSINESS OWNERS & KEY EMPLOYEES / RISK MANAGEMENT (Loss of Economic Value of Human Capital)

SALARY CONTINUATION for BUSINESS OWNERS & KEY EMPLOYEES / RISK MANAGEMENT (Loss of Economic Value of Human Capital)

  • Selective Salary Continuation Plans triggered by Illness, Accident, or Injury for Business Owner(s) and Key-Employees
  • Selective Income Continuation Plans for Disposition of Business Stakeholders’ triggered by Death or other Separation from Business
BUSINESS SUCCESSION & CONTINUATION PLANNING

BUSINESS SUCCESSION & CONTINUATION PLANNING

  • Offer Business Valuation and Financial Statements Assessment
  • Various Buy-Sell Agreements for multiple Stakeholders as Funding Mechanisms for desired or unforeseen Business Exit Strategies / Situations
ESTATE PRESERVATION STRATEGIES

ESTATE PRESERVATION STRATEGIES

  • Gifting Strategies for Business Owners
  • Determining Ways to Minimize and Pay for Estate Taxation through the Business
  • Funding Mechanisms for Estate Liquidity and Transfers

I.

If my business is my wealth generator and my retirement, with or without business partners -


What is my exit strategy?

II.

Is my retirement strategy’s
design appropriate for me,
my company, and my
estate preservation plans?

III.

Do I have a continuation
strategy in place with the
proper protection and
appropriate funding?

IV.

Do I have the ability to
reward employees directly
based upon their importance to my company?

For more information or receiving answers to the questions above, please provide your contact information and any relevant message. Thank you!

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

oschreiber@ofadv.com  |  (801) 676-1500 ext. 113