As a closely held business owner are you bogged down with non-revenue generating activities? Large companies have entire teams researching optimal retirement and employee benefits, while you may be stuck doing a lot of this yourself. This is where we come in to design optimal solutions for you in the areas of 1) Retirement Plans including profit sharing and 401Ks2) Employee Benefits--Health and wellness3) Tax favored plans to recruit, retain and reward key employees.4) Business protection planning, key person succession and buy sell agreements and exit planning.How confident are you that your Buy/Sell Agreement is in good order and funded properly? The recent Supreme Court decision highlights the problem we see on most of the Buy/Sell Agreements we encounter. An entity buy/sell agreement doesn't allow for the step up in basis when one partner passes away unexpectedly. One of our current clients lost a couple of million dollars in stepped up basis when their partner passed away and they eventually moved to sell the company. Their former advisor hadn't known to set up a cross purchase trust Buy/Sell Agreement.These are the kinds of sophisticated strategies we develop and implement for our clients. Want to know you are in good hands and your non-operational tasks are constructed properly? We are happy to have a complimentary introductory call to learn more about your situation and see if we can be of assistance. At the Business Strategies Group we have over 20 seasoned financial experts to ensure you are getting the best advice and custom strategies so that you can focus on your real business and not get bogged down in non-revenue producing activities.David Souter | Financial ConsultantCalifornia Insurance License # 0M03373Wealth Management Strategies2050 Main Street, Suite 520Irvine, CA 92614P: 760.560.8465 | F: 949.833.5810www.wmswealth.com | David@wmswealth.com