Waypoint Financial understands and supports the unique needs of your small business. Whether you are just starting up, or looking to implement a succession plan, we can help you chart a course to lead to long-term business stability and success.
Managing Your Business
- Protect your retirement assets from business creditors
- Build a funded exit strategy for owners
- Provide financing and cash flow guidance
- Develop an executive compensation strategy
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Protecting Your Business
- Accommodate a deceased or disabled owner’s family’s need for cash without creating an impossible burden for the ongoing company
- Retain key employees with tax effective executive benefit plans
- Preserve your business by establishing a realistic succession plan to transition to the next generation
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