SUCCESSION PLANNING
   
 

 

Lighthouse Advisors brings financial expertise to a business owner’s succession plan. “Businesses in Transition” may mean managing organic growth or growth through acquisition. It might mean the ownership transfers to children through gifts or the death of the principal shareholder. Perhaps, a business owner must navigate through a divorce.

For many business owners, the transitions may be years away. But the planning for such transitions, or for contingencies should begin TODAY. At Lighthouse Advisors, we specialize in helping business owners and their key employees achieve their financial goals by providing strategies for value creation and growth.

What makes Lighthouse Advisors unique is that we help business owners understand the valuation impact of various strategic and succession planning strategies. Services include:

  • Analysis of Business Value Drivers
  • Compensation Strategies
  • Valuation and Funding of Buy/Sell Agreements
  • Design and Implementation of Executive Benefit Plans
  • Equity or Non-Equity Based Strategies
  • Deferred Compensation Plans
  • Design and Implementation of Key Person Insurance Plans
  • Valuations for contemplated sales or acquisitions of businesses
  • Valuation Analysis of Strategic Plans
  • Strategic Benchmarking
  • Market Comparable Analysis
  • Retirement Plan Strategies for Principal Shareholders including:
  • Maximization of Qualified Plan Benefits for Highly Compensated
  • Industry Analysis
 
 

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