Service: Business Planning

Corporate Executives and Small Business Planning

Corporate Executives

We advise and develop innovative strategies to provide liquidity, protection and enhance the value of the assets in their portfolio.

We help our clients determine the value of their employee stock option, and when exercising these options would be most beneficial, if at all. We enhance and protect the value of your business asset by ensuring you have a solic exit strategy, creating a rule 10b5-1 sale plan, or ensuring there are risk mitigation strategies in place.

Our experience will guide you in designing a customized plan utilizing solutions to maximize your benefits while still meeting your financial objectives.

Business Planning

We will consult with you to evaluate the following:

Retirement plans
Executive compensation
Buy/Sell agreements and continuity strategies
Insurance plans

We will meet with you and the key team members of your organization to explore how we can best achieve your needs. At Revival Wealth, we understand and have the expertise to help small business owners develop comprehensive retirement plans and compensation plans to meet your financial objectives.

Attention to Detail

Remember the buddy system as a kid? Think of us like that for your financial life. We are here, your financial partners, to remind you of the small financial tasks that can be overlooked and advise you on the big decisions that can seem daunting.

Resources

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mdaniels@revivalwealth.com | 704-644-3540

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