Strategies for businesses to reduce taxes to allow for accelerated business growth and increased liquidity. This newly-realized capital is re-positioned for increased retirement income as well as future succession/exit strategy planning .

Our unique and proprietary “Offset Strategies TM“, consisting of an arsenal of economic, financial, tax, legal and leverage weapons which results in what we refer to as TERC TM (Tax-Exempt-Retained-Capital TM).

You TERC can be used for the following:

  • reinvestment, back into the business… equating to reduction of operating costs
  • new or additional equipment, to allow expansion
  • additional asset-protection and insured assets and human capital
  • selective, discriminatory, non-qualified, key employee retention programs
  • alternative investments, allowed to be re-positioned into personal balance sheet assets

Ask yourself these questions:

  1. Would you like to get additional tax savings, without additional expenditures?
  2. Would you like to improve either your business or personal, NETcash flow?
  3. Would you like to increase the available working capital to grow your business?
  4. Would you like increase your NETretirement income?
  5. Would you like to strengthen your protection against litigation or changes to legislation?
  6. Would you like to have a secure plan to efficiently exit your business, on your own timetable?
  7. Would you like to have a strategy to have your business stay within your family, or preferred recipients?
  8. Would you like to have a “Platinum Handcuffs” program to retain your key employees.

If your answer to any of these questions is “YES“, then we can be of assistance to you.

Contact us now for more info.