For internal Skylight Financial Group use only. Not to be shown or distributed outside the firm.
Business Planning
Exit/Transition Planning
Employee and Executive Benefits
Exit/Transition Planning
- How do you want to exit your business?
- What is the financial impact of leaving?
- When is it appropriate?
- Who do you want to leave the business to (family member, key employee, key employee group, sell to a third party, ESOP, strategic buyer or financial buyer)?
- Personal wealth and Estate Planning
Employee and Executive Benefits
- Create a plan to attract and retain key employees
- Enhance your benefits package to compete more effectively
- Understand the benefits and tax considerations to the employer and the employee for the various options available
- Products to help you implement your employee benefit strategies such as qualified or non-qualified deferred compensation programs, executive bonus programs, Executive 162 Bonus Plans, split-dollar insurance, simplified employee pension plans and savings incentive match plans