Broker Check

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

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Learn More

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn More

The Business Cycle

The Business Cycle
How will you weather the ups and downs of the business cycle?
Learn More

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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