For Businesses

Business ownership brings its own set of responsibilities and intangibles such as personal emotions, family relationships, and business associations. The objectivity of an experienced advisor can facilitate the business process, ensuring decisions are made with the business’s financial goals in mind. To start building your business financial plan, call us and set up a complimentary consultation.

Business Planning

Ensuring your business is positioned for growth and success requires careful planning. We can help inform key business decisions that an affect the financial future of your business, including:

  • Business structure formation
  • Qualified plan funding:
    • SEPs
    • SIMPLE IRAs
    • 412(e)(3)
    • 401(k)s and Roth 401(k)s
    • Pensions
  • Tax Advantaged Strategies1
  • Maximizing compensation benefits for highly compensated employers
  • Ownership transfers
  • Employee benefits
  • Family wealth transfer

Succession and Continuation Planning

As owners, you and you partners are the lifeblood of your organization. But have you considered what will happen when you or someone else is ready to retire? Are you prepared should you or another key partner become disabled or unable to perform their duties? A sound long-term business strategy includes a comprehensive business succession and continuation plan for its owners and partners. Let us help identify how some of the following strategies can help in your business continuation plan:

  • Funding Buy-Sell Agreements
  • Executive Bonus
  • Key Person Insurance Protection
  • Funding Deferred Compensation
  • Life Insurance

Employee Group Benefits

Some of the toughest tasks a business has relates to its employees: finding them, retaining them and motivating them. Successful business financial plans balance the cost of employee benefits with the boosted productivity good employee benefits can inspire. We can help determine how to implement one or more of the following tools into your business:

  • Voluntary payroll deduction programs
  • Group health insurance
  • Group disability income insurance
  • Group life insurance
  • Group long term care insurance

1Neither Barilotti Wealth Strategies LLC or its staff, nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Newsletters

Subscribe to our Newsletter