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Affluent Family Groups
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Highly Compensated Individuals with $500,000+ annual income
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Individuals/family groups looking to purchase insurance to facilitate liquidity objectives
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Family or Multi-Family Offices
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Policy owners looking for a review of their policy/policies
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$100K+ cash value and/or $25K+ annual premiums
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Companies with 30+ employees
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Owners of closely held businesses with $20M+ in revenue and/or $3M+ EBITDA
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Looking for help with succession or exit options
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Family-owned businesses
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Business-owners who care about their employees and the future success of their business
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Business-owners looking to transfer their business to children and/or key employees
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Owners of closely held businesses with $20M+ in revenue and/or $3M+ EBITDA
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Looking to maximize value and exit their business
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Business-owners interested in evaluating their exit options
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Business-owners interested in defining the fair market value of their business
Our Practice
Our industry specialized professionals can help you with:
- New Life Insurance Acquisitions
- Large/Jumbo Case Implementation
- Policies in Excess of $65 Million
- Life Insurance Review and Market Study
- Comprehensive Life Insurance Exit Analysis
- Premium Financed Life Insurance
- Life Settlements
- PartnersFinancial/NFP – Member Firm
- Private Placement Life Insurance (PPLI)
- Retirement Asset Maximization Plan (RAMP)
- Know your story.® Unique Process
- Succession and Exit Planning
- Family Business Succession
- Employee Stock Ownership Plan (ESOP)
- Insider Transaction
- Sale to Key People
- Wealth Transfer Planning
- M&A Preparation
- Value Maximization Strategies
- Proprietary Financial Modeling Tool - IV™
- Succession and Exit Planning
Executive Benefits
- Non-Qualified Deferred Compensation
- Supplemental Executive Retirement Plan (SERP)
- Phantom Stock Plans or Stock Appreciation Rights (SAR)
- Executive Compensation, Governance Consulting Services and Surveys
