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Bradly Stevens MBA, LUTCF®, CLU®, ChFC®, WMCP®, CEPA™

(909) 307-4945

Retention Bonus with One-Way Buy-Sell Plans

| August 30, 2023

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 performers today, 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*