Meetings & Discussions
Meetings can be conducted by phone, video, or in person. We will make ourselves available to meet with all the appropriate parties involved in the transaction.
Tax Efficiency
We'll explore different scenarios to devise a tax-efficient plan. Additionally, we will conduct analyses for each of these strategies and collaborate with specialists when necessary to ensure thorough evaluations.
- Bonus Plans
- Deferred Payment Strategies
- Gifting Strategies
- Income Tax Savings Strategies
- Insurance Strategies
- Retirement Plan Contribution Strategies
- Salary Deferral Strategies
- Stock Bonus Plans
- Stock Options Plans
- Stock Ownership Plans
- Trust Strategies
Business Valuations
We will review the valuations and have discussions with the appropriate parties to verify figures and make recommendations as needed.
Customized Strategies & Terms
Our aim is to support each individual and their varying needs in addressing their concerns by developing tailored plans and facilitating open conversations and creating a forum for discussion among all involved parties.
Professional Introductions
If needed, we can introduce you to various professionals who will be needed to assist with the succession planning process.
Benefit Packages
We will review your medical benefit plans and retirement savings plans to make sure they are appropriate for your needs and priced fairly.
Documents
We will provide an outline with specific details to be included in each document based on the terms that have been agreed upon by all parties. The detailed outlines will be submitted to an attorney (or someone else of your choosing) to be included in the legal document language. This will also provide the attorney with a guideline for the parameters of the deal. We will provide reviews of documents that may be involved in the transaction.
Protection Strategies
As part of the agreement language, it may be necessary to protect the sellers, buyers, or key personnel in case one or more of the parties becomes disabled or prematurely pass away and cannot fulfill their obligations. The agreement language may require one or more of the parties to acquire some type of insurance. We will work with each party to determine the type of insurance that is appropriate and assist with the application process.
