Solutions For Closely Held Business Owners
Entity Planning
- Valuation Estimate*
- Cash Flow/Working Capital
- Financial Leverage
- Tax Planning
- Value Drivers
- Business Owner Personal Plan
*Services offered through Pinnacle Equity Solutions. Pinnacle Equity Solutions, Integrated Financial Partners and LPL Financial are separate entities.
Employee Benefits
- Group Benefits
- Qualified Plans
- Long-Term Care
- Disability
- Education Funding
Business Succession
- Buy/Sell Planning
- Buy/Sell Funding
- Bench Strength for Internal Succession
- Model Exit Options:
- Internal
- External
- Equalization; Business to Children
Executive Compensation
- Key Employee Retention
- Deferred Compensation
- Synthetic Equity
- COLI