Business Owners

Business owners take a higher risk approach to their careers.  The rewards of owning a business can be wonderful, but the path to success is stressful and fraught with potential pitfalls.  At Three Oaks Capital we understand what it's like to be in your shoes.  Our customized planning process will help you take advantage of the unique opportunities that come with business ownership.  We help small business owners maximize potential tax benefits, minimize risk, utilize the best fitting company retirement plan, and align their business with their personal & financial objectives.  Here are some typical issues we help our clients navigate throughout the life cycle of their business:

 
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Start Up

Business Entity Selection
Buy-Sell Agreement
Key Person Insurance Coverage
Group Medical Plan
Group Life Insurance Coverage

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Maturity

Qualified & Non-Qualified Retirement Plans
Tax Minimization Strategies
Split Dollar Life Insurance Plans
Incentive Deferred Compensation
Estate Planning

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Growth & Expansion

Profit Sharing & 401(k) Retirement Plan
Group Disability Coverage
Employee Bonus Plan
Salary Continuation Plan
Business Resumption Coverage

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Ownership Transition & Exit

Tax Efficient Succession Strategies
Mergers or Acquisitions
Key Employee Retention Strategies
Employee Stock Option Plans
Equity Gifts to Family Members



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Learn how a financial planner can help you strengthen your business:

Download our free guide to learn how an engagement with a financial planner can Download our free guide to learn how an engagement with a financial planner can help you position your business for sustained success.