Prospero can help you select a type of retirement plan that meets your needs and is appropriate for you and even customize a plan that you can implement.
We begin by doing a pro forma or project the profitability of your company. Then small business valuations, which are useful for gifting purposes when selling the company and determining survivorship purposes. We can adjust those for expenses that are included in the mix that are external to the business operations and adjust the compensation to the correct level for the owner.
We can provide a structure for the gifting of stock for the sale of stock in the company that has the appropriate tax structure.
Prospero can provide for the insurance needs for the buy/sell agreements you need. As far as the valuations for the company, amount of insurance and the individual structure of the buy/sell agreement.
Business Services |
|
Personal Planning |
|