SURVIVOR INCOME

How would your survivors fare if you were no longer around to run your company

BUSINESS PROTECTION

What steps have you taken to protect your business against the loss of your key employees? Have you set up a way to indemnify yourself for that loss. How can you avoid losing them to the competition?

INCOME PROTECTION

If you were to become disabled or one of your key partners/employees, how would you protect your income for you and the business

EXIT PLANNING

Will you be able to exit your business on your own terms? Have you taken the steps necessary to assure a successful business transition?

RETIREMENT

Will you have enough to fulfill your retirement goals? How will you convert your business equity into retirement income.

WEALTH TRANSFER

How can you take your hard earned wealth & transfer it to your heirs, in the way you want to, without loosing a large part of it to taxes and expenses?.

TAXATION

What actions are you taking to strategize to minimize the effects that taxes do on your business & your bottom line. With the new changes in the government, many new laws have been proposed which include many changes in the taxes for businesses and high income earners. When was the last time you had a strategy meeting done.

BENEFIT PLANS

Retention is important to the flow and consistency of the business. Benefits play a big part of the retention strategy. Plans such as group plan, 401Ks or Executive Bonus Plans are great effective tools in the strategy. What do you have in place currently? When was the last time you had a review done? Are you checking on the effectiveness of the fees you are paying?

THE PUZZLE

IS NEVER HARD TO PUT TOGETHER WHEN YOU HAVE ALL THE PIECES