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Protect Your Business and Employees

Whether you're an entrepreneur, small business owner, or head of a large-scale corporation, having a plan for long-term success matters. 

What is Business Planning?

Business planning involves listening to and engaging with key company stakeholders to outline financial growth and protection goals and align a process to meet those objectives. Still, there's more to a sound plan than profits. It's important to consider the business' industry, anticipate unexpected events, and devise approaches for employee retention and talent acquisition. 

Aspects of Business Planning

Readiness and adaptability are in an entrepreneur's DNA. As priorities shift, business owners should be agile when implementing growth-based and protection-based strategies. 

Executive Benefits

Executive Benefits

Get familiar with executive bonus plans, non-qualified deferred compensation plans, income tax consequences and benefit funding approaches.

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Exit Planning Process

Exit Planning Process

When one is ready to transition out of the business, it's important to minimize taxation, minimize risk and maintain one's lifestyle.


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Employee Benefits

Employee Benefits

Keeping employees protected while ensuring the financial viability of the business is critical to morale and profitability. 


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Wealth Steps® Program

Wealth Steps® Program

Introduce employees to personal financial concepts to potentially improve financial decision-making, clarity and confidence.

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Why International Planning Alliance

As a business owner, you are focused on your employees, partnerships, and clients. As leaders in business financial planning, we are focused on you and your bottom line. We will work with you to find the right combination of solutions to increase the value of your business, attract new talent and retain employees. It may seem complex, perhaps daunting. It doesn't have to be. 


Additional Business Planning Insights

Learn more about our entrepreneurial, small business owner and enterprise-level philosophy. Here's a sampling of our business planning content. 

Key Person Protection

Key Person Protection

Key person insurance is a standard insurance policy that is usually owned by the business and whose premiums are paid by the business.

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Motivating Employees

Motivating Employees

Here are some quick, inexpensive, and potentially effective ways to motivate your employees and improve your employee retention.

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Good Record-Keeping

Good Record-Keeping

The right record keeping system not only helps satisfy tax and legal obligations, but certain considerations may save you money and time. 

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Have a Business Planning Question? Ask! An IPA financial professional will be in touch.

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