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Business Owner Succession Strategies

  •  Tel: 952-222-BOSS
  •  Fax: 763.205.1625
  •  mark.hegstrom@businessownersuccessionstrategies.com
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Business Owner Succession Strategies

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Retirement Planning

Our goal is to help you manage a successful and cost-effective retirement plan that helps you attract and retain valuable employees and helps prepare them for life in retirement.
 


You can rely on our experienced advisors to:

  • Understand the complex retirement plan marketplace
  • Consistently track industry trends
  • Continually educate ourselves and our clients on the latest legal and regulatory standards
  • Strive to consistently place the best interests of your plan and its participants first
  • Employee one-on-one meetings, experience the Waterfront Difference
  • “Retirement Readiness,” at Waterfront Financial Group, Retirement Readiness not just a catch phrase

 

Service Model Overview

 

Investment Review Process


Our comprehensive Retirement Plan Consulting Services include:

  • Assistance with Investment Policy Statement preparation and review
  • Investment Monitoring and Recommendations
  • Assist with Changes in Investment Options
  • Assistance Identifying Qualified Default Investment Alternative
  • Performance Reports
  • Plan Search Support/Vendor Analysis
  • Benchmarking Services
  • Assistance Identifying Plan Fees
  • Plan Committee Education
  • Plan Participant Enrollment and Education Assistance
  • 404(c) Assistance

 

The 8 Exit Strategies for Business Owners

  1. Transfer the company to a family member.
  2. Sell the business to one or more key employees.
  3. Sell to employees using an employee stock ownership plan.
  4. Sell to one or more co-owners.

What are the other 4?

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Contact Info

  •   8000 W 78th St, Suite 415, Edina, Minnesota 55439
  •   952-222-BOSS
  •   mark.hegstrom@businessownersuccessionstrategies.com 
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Contact Us

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Iowa, Idaho, Illinois, Kansas, Kentucky, Michigan, Minnesota, North Carolina, North Dakota, New Jersey, New Mexico, Nevada, New York, Oklahoma, South Dakota, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Louisiana, Massachusetts, Ohio, Pennsylvania, Tennessee, Wyoming, Oregon

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