Here at The Bridge Group, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized plans to help entrepreneurs meet their objectives. Some of our key services are detailed below.
Succession Planning
Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.
Succession Planning
Succession planning allows owners to leave their business on their own timeframe while... Read More →
Executive Benefits
The success of most businesses is tied into the talent, passion and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with non-qualified plans, supplemental employee retirement plans, split dollar plans, and more.
Executive Benefits
The success of most businesses is tied into the talent, passion and work ethics of their key... Read More →
Key Person Insurance
Key person life insurance offers a death benefit that indemnifies an employer for the loss of one of its most important assets - the key person. This can help assure continuity of the business for employees, customers and creditors, and protects against losses in sales, momentum, and credit. It can also be used to recruit and develop a replacement for the employee.
Key Person Insurance
Key person life insurance offers a death benefit that indemnifies an employer for the loss of... Read More →
Buy-Sell Agreements
A buy–sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to ensure that the arrangement is properly funded so that there will be money when the event is triggered.
An entity purchase buy-sell agreement is structured so that the business agrees to buy the interests of any owner when he or she dies, becomes disabled, or retires. These plans are frequently funded with life insurance and disability buyout insurance.
Buy-Sell Agreements
A buy–sell agreement is a legally binding agreement between co-owners of a business that... Read More →
Deferred Compensation
Deferred compensation is a written agreement between an employer and an employee where the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf, and distributed back to them at a pre-determined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees.
Deferred Compensation
Deferred compensation is a written agreement between an employer and an employee where the... Read More →
Disability and Long Term Care
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses long term care insurance and disability insurance can create the necessary balance in a portfolio to ensure stability and protection of assets.
Disability and Long Term Care
To execute a sound retirement strategy, asset and income protection are a must... Read More →
Charitable Planning
Charitable planning allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.
Charitable Planning
Charitable planning allows you to support the organizations and causes that matter to you... Read More →
Employee Benefits
We have found that one of the biggest challenges facing companies today is how to attract and retain key employees. With the labor market as tight as it has been over recent years, keeping your key people motivated to stay requires organizations to provide benefit packages that are competitive. Employee turnover can be costly. This can put your company's productivity and stability at risk.
Read More →
Employee Benefits
We have found that one of the biggest challenges facing companies today is how to attract... Read More →
Exit Planning
Far too often, private company owners don’t think about their exit or transfer process until retirement approaches. In so doing, they lose control over the decision as other exit strategies take shape in reaction to external forces such as an industry downturn, changing competition or unanticipated illness.
Read More →
Exit Planning
Far too often, private company owners don’t think about their exit or transfer process until... Read More →
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Succession Planning
Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.
Contact Us To Learn More
<< Back to page
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Executive Benefits
The success of most businesses is tied into the talent, passion and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with non-qualified plans, supplemental employee retirement plans, split dollar plans, and more.
Contact Us To Learn More
<< Back to page
x
Key Person Insurance
Key person life insurance offers a death benefit that indemnifies an employer for the loss of one of its most important assets - the key person. This can help assure continuity of the business for employees, customers and creditors, and protects against losses in sales, momentum, and credit. It can also be used to recruit and develop a replacement for the employee.
Contact Us To Learn More
<< Back to page
x
Buy-Sell Agreements
A buy–sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to ensure that the arrangement is properly funded so that there will be money when the event is triggered.
An entity purchase buy-sell agreement is structured so that the business agrees to buy the interests of any owner when he or she dies, becomes disabled, or retires. These plans are frequently funded with life insurance and disability buyout insurance.
Contact Us To Learn More
<< Back to page
x
Deferred Compensation
Deferred compensation is a written agreement between an employer and an employee where the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf, and distributed back to them at a pre-determined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees.
Contact Us To Learn More
<< Back to page
x
Disability and Long Term Care
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses long term care insurance and disability insurance can create the necessary balance in a portfolio to ensure stability and protection of assets.
Contact Us To Learn More
<< Back to page
x
Charitable Planning
Charitable planning allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.
Contact Us To Learn More
<< Back to page
x
Employee Benefits
We have found that one of the biggest challenges facing companies today is how to attract and retain key employees. With the labor market as tight as it has been over recent years, keeping your key people motivated to stay requires organizations to provide benefit packages that are competitive. Employee turnover can be costly. This can put your company's productivity and stability at risk.
Our role is to stay abreast of the latest trends so that you're confident that your benefit program stays competitive. This is crucial in this ever changing industry. With healthcare costs always on the rise, we at The Bridge Group will educate you about our new plan concepts and how they may benefit you organization.
Today's benefit packages can include options that give your employees valuable benefits at little or no cost to your company. This can be accomplished through a voluntary payroll deduction program, which can include owners-employees. Unlike most employer sponsored programs, these benefits are usually portable; therefore, your employees can continue the benefits even if they're no longer employed with your organization.
The Bridge Group offers you a vast array of group medical plans and carriers. We believe that when offered, the ancillary products and services that are available can boost morale and help increase employee satisfaction.
At The Bridge Group, our team approach is the best way to ensure that your needs are met. We use a calendar centric system that gives us a proactive way of contacting and visiting with you throughout the year. As a client of ours, we provide you with the following services:
Contact Us To Learn More
<< Back to page
x
Exit Planning
Far too often, private company owners don’t think about their exit or transfer process until retirement approaches. In so doing, they lose control over the decision as other exit strategies take shape in reaction to external forces such as an industry downturn, changing competition or unanticipated illness.
With some business owners the choice for an exit strategy is as simple as passing on the business to the next generation. Many others face the difficult task of deciding how to exit the business, just as importantly, who will help through this process.
We work to develop succession plans that fit business owners’ personal goals and circumstances. We start by gathering information – often with the assistance of the business owners’ Advisory Team – and ask insightful questions to guide us toward a strategy that satisfies her or her personal motives and family goals. We then compare and contrast the different types of transactions available and assess the pros and cons of each. Our experience has proven that a proactive approach to an exit strategy is one of the best approaches to a successful strategy.
Exit Planning Involves Answering "Yes" to Seven Questions:
1. Do you know your exact retirement goals and what it will take - in cash - to reach them?
2. Do you know how much your business is worth today, in cash?
3. Do you know the best way to maximize the income stream generated by your ownership interest?
4. Do you know how to sell your business to a third party and pay the least possible taxes?
5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?
6. Do you have a continuity plan for your business if the unexpected happens to you?
7. Do you have a plan to secure financial independence for your family if the unexpected happens to you?
Contact Us To Learn More
<< Back to page
x
Our role is to stay abreast of the latest trends so that you're confident that your benefit program stays competitive. This is crucial in this ever changing industry. With healthcare costs always on the rise, we at The Bridge Group will educate you about our new plan concepts and how they may benefit you organization.
Today's benefit packages can include options that give your employees valuable benefits at little or no cost to your company. This can be accomplished through a voluntary payroll deduction program, which can include owners-employees. Unlike most employer sponsored programs, these benefits are usually portable; therefore, your employees can continue the benefits even if they're no longer employed with your organization.
The Bridge Group offers you a vast array of group medical plans and carriers. We believe that when offered, the ancillary products and services that are available can boost morale and help increase employee satisfaction.
At The Bridge Group, our team approach is the best way to ensure that your needs are met. We use a calendar centric system that gives us a proactive way of contacting and visiting with you throughout the year. As a client of ours, we provide you with the following services:
Contact Us To Learn More
<< Back to page
x
With some business owners the choice for an exit strategy is as simple as passing on the business to the next generation. Many others face the difficult task of deciding how to exit the business, just as importantly, who will help through this process.
We work to develop succession plans that fit business owners’ personal goals and circumstances. We start by gathering information – often with the assistance of the business owners’ Advisory Team – and ask insightful questions to guide us toward a strategy that satisfies her or her personal motives and family goals. We then compare and contrast the different types of transactions available and assess the pros and cons of each. Our experience has proven that a proactive approach to an exit strategy is one of the best approaches to a successful strategy.
Exit Planning Involves Answering "Yes" to Seven Questions:
1. Do you know your exact retirement goals and what it will take - in cash - to reach them?
2. Do you know how much your business is worth today, in cash?
3. Do you know the best way to maximize the income stream generated by your ownership interest?
4. Do you know how to sell your business to a third party and pay the least possible taxes?
5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?
6. Do you have a continuity plan for your business if the unexpected happens to you?
7. Do you have a plan to secure financial independence for your family if the unexpected happens to you?
Contact Us To Learn More
<< Back to page
