Business Owners
A SYM Financial Niche
What could you accomplish with a firm like SYM working for you?
SYM has a Certified Exit Planning Advisor (CEPA®) credentialed professional on staff to guide the following 4 key areas.
Structure & Strategy
- Ownership & Valuation
- Operating Provisions- LLC or Partnership?
- Buy-Sell Agreement
- Articles of Incorporation
- Non-disclosure Agreements
- Real Estate Holdings
Retirement Planning
- 401(k)
- Simple IRA or SEP IRA
- Solo 401(k)
- Cash Balance Plan/ Defined Benefit Plan
- IRA or Roth IRA Strategy
Succession Planning
- Emergency Contingency Plans
- Proactive Exit Plan
- Voting vs. Non-voting Shares
- Asset Sale vs. Stock Sale
- Private Equity Buyout
- Charitable Desires
Tax Planning
- Collaboration with your CPA
- Wages & Distribution planning
- Reinvestments into company
- Accounting Methods
- Tax Credits
We understand the unique financial challenges that business owners face. From planning for the future to navigating complex decisions, we work to bring clarity and strategy; so you can focus on the business that you worked so hard to build.
You can say that again
Every day we’re here to serve you with our best. No exceptions, just a fiduciary commitment 24/7.
Counting chickens
Whether your product is parts or poultry, rely on your advisor to tend to financial strategies that support your growth.
It takes one to know one
As an employee-owned company, SYM knows firsthand succession planning, retirement preparation, and making provisions for the unknown.
Looking out for your tomorrow
Tell us what you want your retirement to look like and we’ll work to get you there.
