Succession-Retirement Strategies & Solutions, Inc.
TOP 5 Reasons Advisors Refer & Clients engage SRSSI
TOP 5 Reason Advisors Refer & Clients engage SRSSI
1. Business Owner wants to start planning for their 3-10 year Succession, Exit and Transition planning from their business. Includes:
a.Retirement Needs analysis
b.Business Valuation study
c.Strategies to maximize after-tax sale proceeds of business
d Strategies to transfer the business to “insiders” or “outside” buyers
e.Contingency planning for the business and family
f. Minimizing the taxes and timing of the transfer
g.Family Wealth planning
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Business Owner wants to develop a program to selectively Reward, Motivate & Retain Key Employees (beyond the 401k and profit sharing plan)
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Business Owner wants to establish or review their Buy-Sell Arrangement provisions (including valuation methods and triggering events)
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Business Owner wants to establish or improve their corporate Retirement Plan (401k, Profit Sharing, Defined Benefit, 412i, etc.)
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Business Owner wants to review their personal or corporate life insurance, disability insurance and long term care insurance programs to make sure they are efficient and up to date.