Business Intelligence Institute
Through hard work and perseverance, you've taken a vision and turned it into reality. You've built a successful business. You've created wealth. Maybe you've even begun grooming the next generation of leadership.
Now it's time for the next phase - capitalizing on what you've started.
The Business Intelligence Institute provides pragmatic strategies to help grow and protect your business, while potentially maximizing its value - allowing you to accomplish personal, financial and estate preservation goals.
Business Intelligence Specialists - like Dave Estatico - are a select team of top-tier financial planning professionals from within Lincoln Financial Network. They offer planning-based, outcome-oriented solutions that answer business owners' critical questions.
"How can I grow and protect my business?"
"What is my business (really) worth?"
"Who'll take the reins?"
"How do I attract and retain top talent?"
"How do I tap the wealth in my company?"
We offer solutions as unique as you:
Business Owner Planning & Advice - There is no "one size fits all" approach to structuring and operating a successful business. Issues of capital structure, tax reduction and entity selection interact uniquely with your own goals and vision. The challenge is to develop a plan that maximizes your company's value today - and tomorrow.
- Entity Selection
- Business Assessment
- Equity and Synthetic Equity Planning
- Business Value Estimate
- Growth and "Shock Absorber" Capital
- Tax Minimization
Exit and Succession Planning - Owning a successful business is not an end in itself. Rather, it is a means to an end. We will work with you one-on-one to protect and preserve the wealth contained in your business - and create a strategy to capitalize on that wealth on your terms, while passing on assets and management control from one generation to the next.
- Buy-Sell Analysis
- Family Transfers
- Mergers & Acquisitions*
- Cash Flow and Buyout Capital*
- Exit Planning & Sales to Outside Parties*
Executive Compensation - Compensation is more than just a paycheck. Together, we'll explore the wide variety of taxable, non-taxable and deferred compensation plans available for key non-owner executives and managers. Ultimately, the right plan can help attract and retain top talent, increase business value, and ensure business continuity.
- Long Term Performance Awards
- Corporate Benefits
- Equity/Synthetic Equity Compensation
- Key Employee Protection
- Owner's Protection
- Nonqualified Deferred Compensation
Corporate Retirement Plans and Benefits - Implementing a retirement plan for your business can be unchartered territory. We'll guide you in selecting and implementing a tax-effective retirement plan that benefits both owners and employees, while complying with increasingly complex regulations.
- 401(k) and 403(b) Retirement Plans
- Profit Sharing
- Pension Plans
- Defined Benefit Plans
- Retirement Income Analysis
- Group medical, dental and vision
- Group short-term disability and long-term disability
- Group long-term care
- Employer-sponsored life insurance
- Executive Compensation Packages
*Offered through 3rd Party unaffiliated resources