Business Strategies

The competition for talented professionals is fierce. Strategies such as Executive Benefit Plans, Bonus Plans, and Equity Based and Deferred Compensation Plans are designed to attract and retain key players by enabling you to selectively motivate and reward them.
Key Person Protection, Business Succession, Retirement Distribution and other strategies protect your business and its key players and help to ensure that your business will remain viable over the long-term.

While investment management concepts are similar for all portfolios, investments for businesses often have different needs that must be addressed.
Booth Financial manages retirement plan investments for both defined benefit plans and defined contribution plans, including profit-sharing and 401(k) plans. An important part of our work is participant education. We meet regularly with plan participants to remind them of the long-term value of participation, to refresh them on their investment alternatives and to update them on portfolio results.

Owners and partners of privately held businesses are faced with a unique set of challenges when it comes to financial planning, estate planning, tax planning and asset protection. Fortunately, they may enjoy certain benefits when it comes time to transfer the value of their business assets to partners or heirs. Booth Financial Associates will work with you and your tax advisor to help maximize value and minimize income, gift and estate taxes. If you receive an offer for your company, we can help you evaluate both pricing and structure.