Income preservation and tax exposure is a major issue for owners who derive compensation through the net revenues of their firm. Our team of specialists use a combination of financial tools, legal resources, and tax provisions to help ensure that net revenues are maximized, generational planning is complete, and that in the event of a loss – business continuity is secure. TriBridge works with sole owners, partnerships, and groups of equity shareholders to protect against risk and to maximize opportunities.
Owner-Partners Planning Services
- Succession/Continuity Planning (Including Buy/Sell Agreement Funding for Death or Disability)
- Key Person Coverage (Including Death or Disability)
- Business Overhead Expense Coverage
- Funding of Employment Contract Obligations
Family Business Consulting
- Continuity Planning
- Multi-Generational Transitions
- Coordination of Goals and Assets Designed to Maximize Estates and Minimize the Impact of Taxation
Executive, Leaders and High Potential Employee Benefits:
- Performance Bonus Programs
- Stock Option/Phantom Programs
- Deferred Compensation
- Personal Assistant Services
- College Saving Programs
- Retired Military Benefits
- Medicare and Senior Benefits
- Supplemental Life and Disability Income Insurance
- Personal Financial Planning
Human Resources Support:
- Desktop Assistant
- Hotline and HelpDesk
- Project Outsourcing
- Payroll, HCM, HR Technology Due Diligence Services