Services Overview
You have a challenge. We have a solution.
BUSINESS CONSULTING SERVICES
The GrowthSync Method
Our signature program - this comprehensive consulting program and succession planning is for established small and mid-size businesses earning between $3M to $50M+ annually who want to scale or prepare to exit. We use our proven process to assess risks and opportunities. We let you focus on building your business while we do the 'heavy lifting' behind the scenes to ensure your business is positioned for growth and/or you the business owner, has a smooth exit.
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RevDRIVE
A business planning program for businesses earning between $500,000 to $3M looking for a comprehensive program to scale to the next level.
OTHER BUSINESS SERVICES
Do You Want To...
Reduce business expenses within 60 days
Pay lower payroll tax - (For-profits, Non-Profits, and Government entities are eligible)
Pay $0 net out of pocket (Business or Employees)
Make supplemental benefits available (optional)
Have a tool to retain and recruit good employees
If you have at least 20 full-time W2 employees with access to ACA-compliant health insurance (either through you the employer, their spouse, or a private plan), your organization may qualify for a SIMERP.
High Earning with a Big Income Tax Bill?
Are you self-employed or have less than 100 employees, and you want to keep more money in your pocket? Wish you could contribute $230,000 instead of $23,000 into a retirement account and get a dollar-for-dollar tax deduction?
Perhaps you are preparing to sell your business and want to minimize the income tax and estate tax impact. Our team specializes in unique income-tax reduction strategies.
If your annual net profit exceeds $500,000, let's explore how we can help you.
Protect Your Business Partnership
There are too many business partners facing unexpected and expensive challenges because they did not put an agreement in place early on - and keep it updated - that defined what would happen if one partner got sick, passed away, if there is a dispute or a lawsuit, or if one wants to exit the business or retire before the other, or ultimately when the business is sold.
These types of challenges can very easily be avoided with a buy-sell agreement put in place with a reputable attorney. We can provide a complimentary review of your existing buy-sell agreement and discuss ways to fund this type of agreement.
Need Life Insurance for a Business Loan?
Some bank and SBA loans require that all borrowers show proof of life insurance coverage. The policy must name the lender as a beneficiary for the outstanding loan balance on a SBA loan.
We can help you get a policy issued quickly.
Retaining and Attracting Top Executive Talent!
It can be a challenge to keep and attract top talent, especially at the executive levels. My team and I specialize in traditional and creative incentive programs to establish and build loyalty from your leadership team and high performing key employees.
Do you want to ensure your top talent stays loyal to your company? Let's talk solutions.
Group Benefits for Your Valued Employees
Your employees are the engine that makes your business run. We can help you show your appreciation with quality group benefits including traditional offerings like short and long-term disability, term life insurance, whole life insurance, and supplemental health like critical illness and accident insurance.
We also have access to lesser known, non-traditional group benefits that your employees will value and can distinguish you from your competition. (Minimum of 10 employees)
Life Insurance
There are many reasons why business owners get life insurance. One key reason is protecting their most valuable asset - their loved ones.
While they are alive, they use life insurance to build company and personal assets. They can leverage the cash value for business opportunities and emergencies. They use it for tax benefits.
Once they pass away, the death benefit can be used by loved ones to cover the funeral services and burial costs. It is also used to cover estate taxes, and it provides a vehicle for income-tax free distribution to their loved ones and favorite charities.
Income Protection
(Disability Income Insurance)
If you get sick or hurt to where you have an extended illness, how will you cover your business and personal expenses. Your bills don't stop just because you have to stop.
There is Group Long Term Disability (Group LTD) which typically pays up to 60% of your base W2 pay. Can you afford to live off of 60% of your typical income?
Supplemental LTD helps to close the gap between the income you normally take home and what the Group LTD will provide.
Annuities
As you prepare to exit your business and that steady pay check, it can be very difficult for some to lose that consistency. You also want to manage the level of risk some of your assets are exposed to.
Annuities provide a way to continue tax-deferred growth and a guaranteed income stream. You can rollover some retirement funds into an annuity that can provide income for life.
There are different types of annuities with different levels of risk and different timeframes to access the income.
Book a consultation and we can work together to define an annuity strategy that can work for you.
Long-Term Care Insurance
Most people have very little understanding how long term care coverage works in America. Your health insurance will not cover the cost of assisted living.
Did you know as a business owner that you might be able to have your business pay your premiums for a policy that would cover the costs you might need in the future?
This can be a large financial burden, even for families with means. Learn how you can proactively position yourself and your family to reduce the out of pocket cost of this care.
Helping business owners grow and protect their most valuable assets - their business, their employees, and their family.
We work to bridge the gap between business planning and personal planning, ensuring that owners, their families, and their teams are protected, prepared, and positioned for sustainable success.
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