Our independent firm has been providing financial consulting services to both employees and franchise owners since 1993. In addition to the comprehensive services we offer to all our clients, we offer exclusive services to our franchise employees and owner community.
Corporate Employee Services
- Advisement and management of Profit Sharing, Excess, Supplemental, Deferred Bonus (TIP) & CPUP Plans.
- Development of exit and hedging strategies for Stock Options/RSU.
- Facilitation fee reimbursement process for eligible employees.
- Divorce (QDRO Distributions)
- Job exiting strategies.
- Officer Compensation Packages.
- An overall asset allocation plan, including financials, investments, and insurance policies to achieve maximum diversification and tax efficiency, balancing outside allocations with the MCD fund platform.
- Cooperation with other professionals, such as attorneys and CPAs.
- Review and recommendation of financial changes through semi-annual in-person meetings.
Franchise Owner Services
- Help in managing income, capital gains, and gift/estate tax impacts.
- Retirement plans explicitly designed for franchises, non-qualified and deferred compensation for key employees.
- Succession Planning, Outrights, Second-Generation Planning, and Inheritance/Wealth transfer planning.
- Understanding your personal balance sheet and cash flow needs as you move from your business’s sale to a retirement cash flow.
- Analysis of the funding for retirement, including net worth, life insurance, long-term care insurance, and/or government benefits, creates a reliable retirement cash flow based on the client’s goals and budget.
- Estate planning solutions by coordinating with other professionals, such as CPAs and attorneys.
We are proud supporters of the RONALD MCDONALD HOUSE CHARITIES
