Start planning today for your companies future successes
At Stonestreet Financial, Inc., our advisors offers superior business planning services to assist business owners, managers, and shareholders with issues related to business operation and finances. Specifically, our services include:
Employee Benefits Coordination:
An organization is only as great as the individuals who keep it running. Reward your employees and bolster hiring and morale with employee benefits packages tailored to your company’s means and needs. The specific benefits you decide to provide may include features as diverse as life insurance benefits, health insurance, qualified retirement plans, stock options, personal performance initiatives, and more. However, benefits are closely regulated by government agencies and tax law and all benefits packages must be carefully evaluated to ensure compliance.
Pension Plan Asset Management:
Our team will help you develop and manage a pension system that maximizes available funding while limiting risk and meeting your organization’s needs. Our tax sensitive approach can be adapted and customized to serve organizations of any size.
Buy-Sell Agreements:
Business is often built on partnerships. However, life is disruptive and those partnerships may be broken by death, changes of circumstance, or other causes. If one business co-owner leaves a company, a buy-sell agreement (or buyout agreement) contractually defines the process and specific terms under which ownership of the company is sold and turned over to the remaining partner, ensuring that the company as a whole is able to continue operations.
Succession Planning:
Leadership and personal investment is vital to any commercial success, and changes in leadership or ownership, when handled badly, can result in disaster. Succession planning anticipates future transitions between owners and contractually defines the specific terms and mechanisms under which the business and its assets should be transferred from one party to another, allowing the company to continue doing business without interruption.
Businesses of any size are living, breathing organisms that grow and change over time. Ensure that your financial concerns are properly addressed and resolved throughout these changes with the help of an experienced and professional Stonestreet Financial, Inc. financial advisor. Simply Call (781) 436-5421, send an email inquiry to info@stonestreetfinancialinc.com, or request a fast and free initial consultation online today.
What if something happens to one of my key employees?
You have worked hard to create a prosperous business so lets make sure the business can continue on should something happens to one of the key employees. Get in touch with us today so we can plan ahead to make sure your business is ready for any unexpected event.
