Every business owner, at some point, wrestles with business succession and leaving the business. Whether an owner’s exit is planned or not the difference between success and failure is proper planning. MLG Consulting’s process involves a full review of your succession plan typically involving Buy-Sell & Key Man Agreements to assist with a smooth and successful transition. Our goal is for you and your future generations to enjoy your wealth without worry.
Succession Planning- Helping to develop an active succession plan built upon the owner’s goals and visions for the company’s future after the retirement of key employees and/or owners. We starting with the simplest of questions: “What do you want from your business? When you leave the business who will run it and who will own it?”
Buy-Sell Agreement- Review of existing buy-sell agreements from the business and valuation perspective. Perform a comprehensive review of funding policies and make recommendations.
We believe that having a game plan substantially increases your chances of success. We will help craft your personal estate and financial plans incorporating both your business succession plan and your other requests.
We have been helping business owners plan and manage concentrated wealth in illiquid investments for over 25 years and have the knowledge to help you create a successful plan.
We also offer
Wealth Planning- Planning based on personal and family goals and objectives incorporating both the business owner’s personal and business assets and liabilities. Assist in the coordination of the succession plan, buy-sell agreements and charitable combined with personal estate planning.
Investment Planning- An investment process to understanding and quantify your investment objectives. Create of an asset allocation program and investment selection based on those objectives and provide ongoing monitoring.* Investment Planning is offered for both retirement plan assets and personal savings.*
Asset Management- Proprietary portfolios of publicly traded securities that are proactively managed based upon your investment objectives.
**Investment advice provided by Main Line Group Wealth Management, LLC a SEC Registered Investment Advisor.
Your company’s employee retirement plan is not only a value added benefit but a key component for you and your employees retirement. Finding/Creating the right retirement plan that fits your company’s goals and for a good price can be challenging.
Having the right partners to help sift through and stay on top of the ever changing financial environment can make the difference between an added value benefit making your company a more desirable place to work and not an expensive unused service.
Every year, tens of thousands of businesses fail to collect their rightful damages incurred because they did not file timely settlement claims, thereby missing out on hundreds of millions of dollars in unrecovered assets. We can navigate the intricacies of the filing process and file the complex forms necessary to receive their settlement. We help to maximize client’s claims, while minimizing their use of internal resources, time and the risk of mistake. We work on a contingency pricing model whereby we receive a percentage of your financial recovery and we only receives our fee after you receive your recovery. We also provide immediate liquidity by directly purchasing your settlement claims. This puts money in your hands months or years ahead of ultimate fund payouts.