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Additional Services

An important part of the equation in properly managing your company’s business and retirement planning initiatives is focusing on the big picture. Strata strives to incorporate additional value-add services through our team of advisors and associates, as well as working with third party providers. Additional services which play a key role in determining the success of managing company’s financial situations include tax planning, risk management, business succession planning, and funding.

Tax Planning

Tax planning is essential to individuals, families, and businesses. Whether you need assistance on your personal tax returns or your business needs help with tax planning, Strata works in conjunction with your CPA or tax preparer to ensure your goals are met. Several of our advisors are former CPAs and we work with a number of CPA firms who specialize in these services. We will help both you and your accountant with communication of taxable events and implementation of strategies. Our goal is to help you optimize your building of wealth, while minimizing the burden taxes play on your financial situation.

Risk Management

Strata can help you evaluate your company’s insurance needs. Part of our new client transition and data gathering process is to understand what you have in place and what options may be needed. We provide some services in-house and work with several third parties to help you achieve the appropriate solutions for your unique situation. The goal is to protect your assets and your loved ones at the best available cost.

Business Succession Planning

Business succession planning is an essential part to keeping a company around long after its’ current owners are not around. Whether it be keeping it in the family, selling to a current employee, or selling the business to another company or person who is not currently employed by that company, Strata can work with you to help determine strategic options. We will work with you along the way and can tap into our network of resources to connect you with someone who can help if our advisors and associates cannot.

Funding for Buy-Sell Agreements and Key Man Protection

Finding funding for buy-sell agreements and determining whether or not you need keep man protection for one of your owners/employees can be cumbersome. Our team of advisors and associates at Strata can work with you and a third-party to determine the best courses of action in addressing these business concerns.