Contact Us Now to see how you can protect Your Most Valuable Asset

Reward and Retain your Key Employees

Protect your most important assets

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 the competition, to death or disability, or to lack of alignment with the goals of the organization.

We are your guide to put proper plans in place.

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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.


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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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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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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Call to learn more about the different type of key employee benefit plans that can protect your most important assets.


(512) 773 - 6739


A 20 minute call is all it takes to see how you can Retain, Reward and Recruit your key talent.