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For internal Skylight Financial Group use only.  Not to be shown or distributed outside the firm.
​Business Planning

Exit/Transition Planning
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  • 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
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Employee and Executive Benefits​
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  • 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
CRN202512-3530817 | Disclosure & Licensing
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