Business Owners

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