BUSINESSES

The demands placed on effectively operating a successful business often causes business owners to neglect vital and important wealth management efforts.

SOUND DECISIONS

Vertex offers a suite of services specifically for business owners. The right strategy for your business can vary substantially based on industry and the stage in its lifecycle. Our process provides the framework to enable your company to capitalize on opportunities while maintaining flexibility, control, and the proper protections.

SERVICE OFFERINGS*

ENTITY SELECTION AND LIABILITY PROTECTION

  • Protect personal assets from potential liability
  • Coordinate with your advisory team to select optimal entity form from a tax and legal perspective
  • Structure compensation to minimize tax burden, consistent with other planning objectives
  • Partner with your legal and tax professionals to devise a plan to title, arrange and protect your assets

EMPLOYEE RETENTION AND BENEFITS CONSULTING

  • Design and implement qualified retirement plans to benefit owners and retain key employees
  • Establish more sophisticated retirement plans to benefit ownership group
  • Assist with coordination of other benefit programs

SUCCESSION PLANNING

  • Buy/Sell planning and funding tactics
  • Assisting in the development of strategies for dealing with a death or disability to the owner of a business
  • Gifting/Transfer of closely held family businesses to next generation owners
  • Advise on sales to third party buyers

*LPL and its representatives do not offer tax and legal advice. Please consult your CPA and legal professionals.