Corporate & Executive Services
Specialized consulting for business owners and high-level executives to manage complex compensation and transitions.
Executive Benefits
Stock Services:
Handling stock option exercises, restricted stock services, and Rule 144 sales.
Trading Plans:
Implementation of 10b5-1 trading plans for regulatory compliance.
Retirement Plans:
Management of Defined Contribution (401k), Defined Benefit, and Non-Qualified Deferred Comp plans.
Business Succession & Sale
Strategic Planning:
Entity structure optimization and shareholder agreement consulting.
M&A Advisory:
Valuation discounts, buy/sell funding, and capital markets access for business transitions.
Key Person Protection:
Insurance strategies to protect the business from the loss of vital leadership.