BUSINESS PLANNING
Is someone connecting all the dots for your business and your personal life?
Running a business today has never been more complex. Every day can bring a tangle of logistical, financial and legal issues. And when you need help, where do you turn?
At ThreePoint, we believe having a firm in your corner that understands all aspects of business, legal, financial and taxes can give you confidence that someone’s connecting all the dots for your business, as well as your financial stability.
How We Work
Review Agreements, Financials, Cash Flow, Taxation, etc.
Create the right solution(s) for your needs
Coordinate with all outside advisors to put your plan into action
Businesses we currently work with
- Closely held and family-owned companies
- Business owners seeking to:
- Pass on ownership to the next generation
- Facilitate a sale
- Create an exit strategy
- Develop and implement strategies to recruit and retain key employees
- Shift from active to passive ownership
- Implement and enhance a wide range of retirement plans
Business Planning Solutions
- Business Continuity and Exit Planning
- Key Person Insurance
- Buy-Sell Planning
- Tailored Retirement Planning Design:
- 401Ks, Defined Benefit and Cash Balance Plans, SEP/SIMPLE IRAs
Employee Retention
- Non-Qualified Deferred Compensation Plans
- Executive Bonus Plans
- Phantom Stock Plans
- Employee Benefits