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

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.

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

Wealth Steps® Program
Introduce employees to personal financial concepts to potentially improve financial decision-making, clarity and confidence.
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 insurance is a standard insurance policy that is usually owned by the business and whose premiums are paid by the business.

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

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.