ADVANCED  STRATEGIES

Planning is proactive, not reactive.

ADVANCED  STRATEGIES

Planning is proactive, not reactive.

There are times when the sophistication and the complexity of your business matters are such that an entire team of specialists would need to be engaged.  Fortunately, the team of Integrity is comprised of experienced Advisors, Strategists, Accountants, Realtors and Attorneys to resolve your Advanced Planning challenges to ensure a long term plan that drives results. 

EXECUTIVE COMPENSATION

There are a number of Executive Compensation models available that may be greater than the one you may be currently using. There are some models that offer you creditor protection, offer money that grows tax deferred, provide tax write offs for contributions, provide access to capital as well as plans that grow to provide tax free income and some may lower tax liability. There are varied options that may work as golden parachutes for you and your partners.

SALARY CONTINUATION

Many executives do not have a plan to allow salary continuation if they experienced an event causing disability or as a benefit to their spouse in the event something happened to them permanently. Everyone should consider salary continuation without devastating your estate. We offer Salary Continuation plans to insure both you and your family income stability.

What is your exit strategy?

THE POWER OF BUSINESS VALUATION

What’s your business worth? If you are like 98% of business owners the value of your largest asset is a mystery. 

You would not start to plan your retirement 30 days before you retire right? So why wait to find out what your business is worth? Our cloud based valuation service harnesses the power of big data to deliver accurate valuation in the fraction of time and expense of a traditional valuation. We provide insights that save you time and money while making it easier to plan for the future of your business and your life.

10 Reasons for Business Valuation

  1. Better understanding of  Your Business and its potential.
  2. Know the value of your largest asset so you can plan for Retirement.
  3. Ensure the business and your family are Properly Protected.
  4. Create as Succession Plan.
  5. Pay the right amount when you Buy a business.
  6. Get what it is worth at Sale.
  7. Create Buy/Sell Agreements with business partners.
  8. Explore Funding Opportunities.
  9. Establish a Trust or create an Estate Plan.
  10. Prepare for Taxable Events such as gifting or grants.
Advanced Strategies

Business Valuation: $899.00

* Click the button to begin.
* Enter information as required.
* Once you submit, you will be invoiced for $899.00
* Upon receipt of payment you will be contacted by an Advisor regarding your report.

Start my Valuation!

BUY/SELL ARRANGEMENTS

Buy Sell Agreements are one of the least used agreements, but should be the #1 agreement. A Buy Sell Agreement speaks to what happens if there is a disagreement among partners, if a partner decides to leave, becomes disinterested, protection, buy outs etc. What happens if there is a divorce and it affects the business? What if   a partner decides they want their share of the company early or want to retire early?

A comprehensive Buy Sell Agreement, not only addresses matters such as these but may also provide a funding mechanism for each element to avoid a strain on the company accounts. There are many areas of protection to be addressed in a buy sell agreement, and did you know in Louisiana a BSA may be executed by a married couple owning a business?

THE POWER OF BUSINESS VALUATION

What’s your business worth? If you are like 98% of business owners the value of your largest asset is a mystery. 

You would not start to plan your retirement 30 days before you retire right? So why wait to find out what your business is worth? Our cloud based valuation service harnesses the power of big data to deliver accurate valuation in the fraction of time and expense of a traditional valuation. We provide insights that save you time and money while making it easier to plan for the future of your business and your life.

10 Reasons for Business Valuation

  1. Better understanding of  Your Business and its potential.
  2. Know the value of your largest asset so you can plan for Retirement.
  3. Ensure the business and your family are Properly Protected.
  4. Create as Succession Plan.
  5. Pay the right amount when you Buy a business.
  6. Get what it is worth at Sale.
  7. Create Buy/Sell Agreements with business partners.
  8. Explore Funding Opportunities.
  9. Establish a Trust or create an Estate Plan.
  10. Prepare for Taxable Events such as gifting or grants.
Advanced Strategies

Business Valuation: $899.00

* Click the button to begin.
* Enter information as required.
* Once you submit, you will be invoiced for $899.00
* Upon receipt of payment you will be contacted by an Advisor regarding your report.

Start my Valuation!

BUY/SELL ARRANGEMENTS

Buy Sell Agreements are one of the least used agreements, but should be the #1 agreement. A Buy Sell Agreement speaks to what happens if there is a disagreement among partners, if a partner decides to leave, becomes disinterested, protection, buy outs etc. What happens if there is a divorce and it affects the business? What if   a partner decides they want their share of the company early or want to retire early?

A comprehensive Buy Sell Agreement, not only addresses matters such as these but may also provide a funding mechanism for each element to avoid a strain on the company accounts. There are many areas of protection to be addressed in a buy sell agreement, and did you know in Louisiana a BSA may be executed by a married couple owning a business?

BUSINESS SUCCESSION

The business succession is like the will of the owner of the company for a business. It comes about because the business owner cares and has considered the people employed, their future, the promises they have made over the years and their wish to have the business continue for their legacy purposes.

In order for this to happen, there must be a succession plan that speaks to the business continuing in the event of a sale, retirement, or death of the business owner. It would speak to how stock, shares, and other matters continue. Without a Business Succession Plan, it’s much like dying without a Will; however it addresses the business. It would be in the hands of the court to decide, and most often its liquidation. If this is not your plan, contact us to begin development of your Business Succession Plan.

EXIT STRATEGIES

Every smart investor, entrepreneur and business owner does not start a business without an exit in mind. You considered its ending just as you considered the start up. You have planned and thought about how and when you would like to retire, if the business is duplicated, if the business should continue under a partner or family member, and/or if you should sell the business.

If you haven’t thought about any of this, then our question is simple…What is your exit strategy? Have you thought about how and when you would leave the business? Have you considered profit high points, and the value of your business? What does the market tell you? Can you exit the business in tact? Also, does anyone else know of your exit strategy or is it simply only in your head, with no written and measurable plan?