BUSINESS OWNERS

Designing traditional business planning strategies such as buy-sell agreements, combining asset protection strategies with estate tax planning strategies, coordinating business and personal philanthropy and foundations and many other approaches to minimize risk.

Evaluating the company's robustness with a Private Business Moat Analysis to determine whether new business planning strategies are needed.

Examining profit focus to review financial strength, including brand value, pricing power and competitive products and services. Is this a NextGen product or service solution?

Creating growth strategies and tactics, including a focus on promising new “bolt-on” opportunities and other resources to grow with intention. Services include eliminating areas creating a drag on future growth.

Analyzing exit plan strategies or growth/exit hybrids in conjunction with business entities, including strategic partners, private equity, venture capital, family offices, ESOPs, large angel networks and ultra-high net worth angel investors. SFG often develops integrated exit plans that combine maximizing value, substantial tax planning, legacy planning, estate planning, asset protection and investment planning.

Developing specialized transition planning, including the evaluation of tax-smart personal planning coupled with business planning, management buy-outs, ESOP strategies and family business transitions.

Coordinating with your professional tax advisors, SFG uses a number of tools and techniques including the SFG Financial Independence Roadmap™ to develop business tax planning and personal tax planning that balances family and business issues.