Are you a non-qualified plan specialist?
You don't need to be in order to enhance your revenue and your business owner clients' bottom line by designing and implementing key employee benefit plans. You simply need a partner to work with who has the experience, knowledge and resources.
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.
Peter Viliesis is distinctly positioned to guide business owners through this complex landscape.
Clients have the advantage of products and pricing structures that are typically reserved for large, public companies, as well as access to an extensive network of professional tax and legal advisors, vendors and administrators to serve the full scope of financial planning and implementation needs.
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
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.
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.