We are committed to becoming the architect for all your financial decisions. We will guide you in implementing the right business strategies.
Running a business is rewarding and demanding. Finding the time to develop a successful retirement strategy can be difficult and typically gets delayed. Often your business becomes the largest asset in your plan. Taking the necessary steps to protect you and your business is crucial and requires a team of experts to provide options. As part of your business team, you likely work with multiple professionals, such as accountants, attorneys, insurance agents, or financial planners. However, have they all come together in one room to discuss how a decision made by one of them will affect your overall financial picture?
That's where we come in. We bring together everyone’s expertise to ensure that you and your business receive all the guidance you deserve.
Other Business Owner Strategies that ARC can design are:
Buy-Sell planning is creating and executing a strategy allowing owners to exit their businesses on their terms and conditions. What kind of “exit plan” allows a business owner to leave their business in style? And how is one created?
Plans vary, but if properly designed, each Buy-Sell Plan has several common elements and results from a proven step-by-step process. Owners often best grasp these elements, or steps, when framed as questions. Questions such as, "Who will take over the business in years to come" or "How will you ensure you will receive a fair price?"
A key person/employee is someone who’s absence would cause major financial harm to the business. There is protection!
The answer is key person insurance. Key person insurance serves as protection for your company against a range of risks. From protecting profits to guaranteeing business loans, explore this possibility.
Let us show you other ways to protect your business.