Business Planning

Let’s talk shop. No cost, no obligation.

Meet with Mark McLafferty to talk about your company’s financial needs, how to retain employees, build partnerships and of course an exit strategy. Together we will customize a personalized financial plan that will help you reach your company’s financial goals, protects your investments and prepares you for retirement. Mark and his team at Absolute Conclusions are here to help you with you and your businesses’ best interest.

Our business and succession planning expertise

Deferred Sales Trust: Selling your business or real estate into trust to mitigate capital gain exposure while allowing you to invest the pretax sale and draw income to help support your lifestyle.

Buy Sell Planning: This is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or is otherwise forced to leave the business, or chooses to leave the business.

Company Sponsored Retirement Plans, 401K’s, Profit Sharing, SEP’s, Simples, Cash Balance and Defined Benefit Plans, etc.: We have the ability to set up any kind of Company Sponsored retirement plan. For those business owners looking for larger six figure annual tax deductible contributions we can set up a custom designed layered plan system to make that a reality. Please reach out for more details.

Key Person Coverage: This is simply life insurance on the key person in a business. In a small business, this is usually the owner, the founders or perhaps a key employee or two. These are the people who are crucial to a business–the ones whose absence would sink the company.

Deferred Compensation Arrangements: Deferred compensation is an arrangement in which a portion of an employee’s income is paid out at a later date after which the income was earned.