Your Business is your Most Valuable Asset.

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Failure to Retain, Reward and Recruit Key Talent can put your Business Value at Risk.

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Your Key Employees are the Most Valuable Asset to your Business

For owners of closely-held businesses, the stakes don't get any higher than the retention of key employees and a succession plan that ensures both retirement security and the business's future management structure.  The loss of a key employee can significantly impact the value of the business.  Owners should have plans in place that recognize this value and protect against loss...to the competition, to death or disability, or to lack of alignment with the goals of the organization.

Peter Viliesis is distinctly positioned to guide business owners through this complex landscape.

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Contact Me for a free copy of my Executive Benefits Matrix

Learn about the different types of key employee benefit plans a business owner can offer to Recruit, Retain and Reward top talent.

SPECTRUM OF STRATEGIES

In the process of developing distinct solutions that serve clients' specific needs, we draw from a wide range of strategies that include:

  • ​Non-qualified Deferred Compensation Plans
  • Key Person Insurance programs
  • Management Security Plans
  • Liability Funding Strategies using COLI
  • Supplemental Executive Retirement Plans (SERP)
  • Split Dollar Life Insurance
  • Buy-Sell Funding strategies
  • Phantom Stock Plans

 

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BUSINESS VALUATIONS

The key question on every business owner’s mind:

Am I doing better today than yesterday?

Valuation is the most fundamental and comprehensive answer.  Public company CEO’s can see this answer daily, now closely held business owners can do the same.  A Fair Market Value (FMV) valuation provides insight, clarity and direction.  BizEquity’s patented valuation software can now deliver this fast, accurately and inexpensively.

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BUSINESS VALUE PROTECTION PLANNING

Most business owners...and many of their most trusted advisors... fail to realize the relationship between their estate, retirement, succession and key employee benefits.  Our firm can support you with a better process of Engage, Discover, Design and Execute to bring together these holistic planning needs.

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Next Steps...

Grow your practice.  Enhance your revenues.  Bring more value to your business owner clients.  Partner with someone who can do deferred compensation right.