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Reader Comments (Page 1 of 1)
(Unverified)May 13th 2010 10:43AM
What should you do to Business Planning and Financial Services
So that your business can be sold or passed on to the public or trusted colleague. You must be sure that all your hard work can really bring results.
Financial Planning Services business focuses on strategic planning for your business and for you as an owner. A Wachovia Securities Financial Advisor, together with our dedicated staff planner business, including legal, accounting, insurance tax, and management professionals, will work with you to develop goals, planning a strategy of non-specific products. The study addresses the ownership and management succession, and the region and retirement planning. Results specific recommendations targeted to your current objectives and long term.
Recommendations and Planning, among others:
* Family owned business consulting
* Succession, transfers, and exit strategies
* Shareholders and family compensation
* Estate planning strategies *
* Shareholders' employment and consulting agreements
* Compensation plan
* Executive compensation and incentives study
* Qualified retirement program selection consultation
* Key employee benefits and retention plan design