How We Help
Creating Frameworks to Pursue Successful Outcomes
You are an entrepreneur who has put your time, talent, and treasure into building a successful business. Like many business owners, you may not have done all the proper planning to make it efficient now and in the future. Whether it’s planning a multi-generational transfer, preparing for a sale or succession of your business, executive compensation plans, or addressing current benefits to keep and retain your best employees, we can help you approach these tasks with confidence.
Business Planning with Lumen Wealth Advisors
Corporate and Executive Benefits
Corporate and Executive Benefits
- Corporate Benefit Plans to help secure the future for your employees
- Corporate Retirement Plans such as 401(k) Plans, Profit Sharing Plans, Cash Balance Plans
- Executive Compensation planning
- Non-qualified Deferred Compensation Plans (NQDC)
- Supplemental Executive Retirement Plans
Business Value Estimate*
and Gap Analysis
Business Value Estimate* and Gap Analysis
- Business Value Estimates and Value Driver Gap Analysis
- Corporate Insurance Audits
- Family Business Governance Planning, Family Constitutions, Family Mission Statements and Family Participation Plans
- Facilitation of Family Meetings
Succession Planning
Succession Planning
- Buy/Sell Agreement Reviews, Design and Funding
- Key Employee Retention Benefit Planning
- Management Succession Planning
- Shareholder/Operating Agreement Stress Tests and Reviews
- Multi-Generational Family Business Transition Planning
- Preparing your business for a sale through Exit Planning: Leverage Management Buy-Outs, ESOP Planning, Private Equity Sales or Roll-Ups
*Lumen Wealth Advisors does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.
Stress-testing your single most valuable asset, your business, is a critical process
During a stress test of your current business planning, we analyze the potential impact of real-world events such as litigation; impacts of new tax laws, personnel changes; provisions in shareholder and operating agreements; ownership, retirement, and disability plans and employee practices liabilities. Will your business plan respond accordingly? We can help you identify the gaps and help you close them so you can work towards your desired outcome. During a stress test, we focus on using failure to refine, refocus, and re-engage with success.
