Retention Bonus with One-Way Buy-Sell Plans

Executive Benefit Strategy

Many of my business owner clients tell me that they worry about two things:

• How to protect their business in the short term, particularly with respect to keeping their key employees on the payroll; and
• What to do about their company in the long term, when they no longer wish to be a part of the business, and perhaps want to sell their interest in it.

Have you ever thought about what you could do to retain your top performerstoday,who might be in a position to take over your business someday, and how you could make that happen?

Helping business owners ensure the short- and long-term success of their companies is one of my areas of focus. I have worked with numerous business owners to develop an executive benefit strategy called a Retention Bonus with One-Way Buy-Sell that helps them:

• Retain the key employees who are so critical to their ongoing success;and
• Devise a plan to identify a buyer for their business today, with an agreement to execute the sale of their business at a specified point in the future — assuring the business owner and his or her family that a fair price will ultimately be paid for the business.

This kind of planning can help you protect your business today against losing top talent — while helping to ensure your bottom line many years down the road. I’ll contact you soon. Please take my call to discuss this important concept.

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^{Pub9122EM (09/22)
2022-143057 (Exp. 09/24) *pre-approved content*}