Ideal Client Profiles

family walking along a trail
  • Affluent Family Groups
  • Highly Compensated Individuals with $500,000+ annual income
  • Individuals/family groups looking to purchase insurance to facilitate liquidity objectives
  • Family or Multi-Family Offices
  • Policy owners looking for a review of their policy/policies
    • $100K+ cash value and/or $25K+ annual premiums
man walking along a beach
  • Companies with 30+ employees
  • Owners of closely held businesses with $20M+ in revenue and/or $3M+ EBITDA
  • Looking for help with succession or exit options
  • Family-owned businesses
  • Business-owners who care about their employees and the future success of their business
  • Business-owners looking to transfer their business to children and/or key employees
man standing on a mountain
  • Owners of closely held businesses with $20M+ in revenue and/or $3M+ EBITDA
  • Looking to maximize value and exit their business
  • Business-owners interested in evaluating their exit options
  • 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™

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

Ask your burning questions in a confidential, unbiased forum.

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