Business Planning
Buy/Sell Agreements
Most business owners have not taken the time to account for what would happen to their business, in the event of a death, disability, or retirement. Because of this, most businesses never make it to the next generation. Our firm focuses on helping business owners understand the most effective way to continue the business in the event of an unexpected event, protecting the business and their family.
Key Person Planning
Certain employees are critical to the success of most small businesses’, but yet retaining these employees continues to be a challenge. Our firm provides ways to structure non-qualified plans to incent these key employees to stay with your organization, while protecting the business in the event they leave due to death, disability, or the competition.
Exit Planning
Business owners invest all their time and resources into their business, causing them to never think about how will they eventually transition out of the business, and leverage this asset into a secure retirement for themselves. Beltz Financial group works with businesses to do the planning associated with the eventual transition of this business, and the start of a new phase of life.
Qualified Plans
Business owners have a unique opportunity to save for retirement, utilizing pre-tax dollars. Beltz Financial group provides professional experience on the most suitable retirement plan to utilize based on each businesses structure, size, and goals.
Business Valuation
As a business owner, your largest asset many times is the business which you have worked so hard to build. However, most business owners have very little insight into what the Fair market Value of their business may be if they sell it. Beltz Financial Group can provide a free business valuation through a partnership with Marshall Stevens to peg the value of your business. This is critical for any future planning, both personally and professionally.
Group Insurance
Beltz Financial Group offers group insurance for business, including Health, Dental, Life and disability.