My friend and colleague in the traditional financial services industry, Tom Suvansri, and I discuss all the different ways that we help our business owner clients. We discuss employee incentives, owner buy-sell and succession, essential team member bonuses and compensation, and more.
Episode Highlights
- Different entity structures and methods for retaining key members
- Tax strategies for business owners
- Understanding business entity structures for taxation and asset protection
- Exploring the benefits of a 401K plan for small business owners
- Cash bonus and non-deferred compensation programs to retain key employees
- Qualified versus Non-qualified compensation plans
- Creating a buy-sell agreement and securing funding for buyouts
- What a business owner’s life insurance policy is
- Business continuity and succession planning for young adult businesses
- Estate and succession planning for growing businesses
- Tom’s advice on estate planning and handling your finances
Links and Resources from this Episode
- Connect with Gary Pinkerton
- https://www.paradigmlife.net/
- gpinkerton@paradigmlife.net
- https://garypinkerton.com/
- Connect with Tom Suvansri
- https://perennialpride.com/
- https://www.facebook.com/perennialpride/
- https://twitter.com/perennialpride
- https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
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