Broker Check

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