Ownership for key employees can be an instrumental strategy to retain and attract top talent within your business and increase value over the long term. When tackling key employee planning with our clients, our fundamental goals is to use these 8 steps as a foundational...
For owners looking to sell their business, it can be a daunting and confusing task. Not only the process itself, but hiring the right team can be difficult, especially when one isn’t well versed in the mergers and acquisitions industry. There are two main types...
Non-qualified deferred compensation plans are designed to provide incentive and reward key employees and are not governed by the special tax rules for ‘qualified’ plans, such as 401 (k) and other profit-sharing arrangements. Unlike qualified plans, which are deductible to the company when funded, but...