Our Services

We provide flexible, customized plan to meet your unique needs and budget with these tools:

EXECUTIVE BENEFITS

From key man to disability insurance, our extensive benefit plans help you protect your business and your most valued employees.

DEFERRED COMPENSATION

Our tax-efficient “golden handcuff” plans incentivize top talent to join or stay at your company.

ASSET BUILDING

We can restructure your current resources to give you high-value, tax-efficient assets to keep on your company’s books.

EXIT PLANNING

If you plan to buy or sell a business, or want to position yourself to do so in the future, we can maximize your business’ value and help you secure significant tax savings.

We exist to help you build a stronger company and maximize value for yourself and your employees.

Gabe Pelphrey, Principal of Strategic Legacy Partners

Benefits

EXECUTIVE BENEFITS

We offer a broad range of services – ranging from key man, disability, and business overhead expense insurance – to protect you, your family and your business in the case of an unforeseeable event. 

CASE STUDY: HR EXECUTIVE AT A LAW FIRM

Law Firm
Our client is the HR Director at a successful law firm, but she had two big problems. First, she was losing some of the firm’s top attorneys to competitors. Second, she was having trouble recruiting high-value applicants due to the firm’s lackluster benefits plan. We solved these problems by:

1

CONDUCTING A COMPENSATION STUDY TO GUARANTEE COMPETITIVE SALARIES FOR ATTORNEYS

2

CREATING TARGETED BONUS PLANS (GOLDEN HANDCUFFS) TO RETAIN THE MOST VALUABLE ATTORNEYS

3

DEVELOPING ENTICING DEFERRED COMPENSATION PLANS TO HIRE AND KEEP TOP RECRUITS

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DEFERRED COMPENSATION

Over 80% of business owners* list attracting and retaining key employees as one of their top concerns. We work with you to develop short and long term deferred compensation plans that keep your best employees engaged and committed to your company’s success.

CASE STUDY: CEO OF CONSTRUCTION COMPANY

ConstructionVertical
Our client runs a successful construction company and planned to sell it in the next two years. However, some of his best employees – executives, estimators, project managers – were being recruited by competitors, decreasing the company’s value. He also wasn’t sure how to structure the company’s sale in a tax-efficient way. We solved these problems by:

1

CONDUCTING A COMPENSATION STUDY TO GUARANTEE COMPETITIVE SALARIES IN THE INDUSTRY

2

CREATING TARGETED BONUS PLANS (GOLDEN HANDCUFFS) TO RETAIN KEY EMPLOYEES

3

STRUCTURING SIGNIFICANT TAX SAVINGS FOR THE COMPANY'S UPCOMING ACQUISITION

Asset Building

ASSET BUILDING

Over 80% of business owners* list attracting and retaining key employees as one of their top concerns. We work with you to develop short and long term deferred compensation plans that keep your best employees engaged and committed to your company’s success.

CASE STUDY: OWNER OF MANUFACTURING COMPANY

Manufacturing
Our client owns a multi-million-dollar manufacturing company. While he would like to sell the company at some point, he is not planning to do so in the immediate future. He would like to position himself to sell and prepare for retirement while keeping his options open. We helped him prepare by: 

1

DEVELOPING A BENEFICIAL EXECUTIVE BENEFIT PLAN TO INCREASE HIS ANNUAL REVENUE UPON RETIREMENT

2

CREATING A SERP ACCOUNT WHICH CREATED A VALUABLE ASSET ON THE COMPANY'S BOOKS

3

STRUCTURING CASH FLOW TO POSITION THE COMPANY FOR SIGNIFICANT TAX SAVINGS WHEN THE COMPANY SELLS

Exit Planning 2

EXIT & SUCCESSION PLANNING

Over 80% of business owners* list attracting and retaining key employees as one of their top concerns. We work with you to develop short and long term deferred compensation plans that keep your best employees engaged and committed to your company’s success.
The majority of business owners plan to exit within the next 10 years, but less than 30% have a written succession plan.* Whether you are passing your business to your children, implementing an ESOP (Employee Stock Ownership Program) or selling to a new owner or investors, we work with you to develop a strategic plan that enables you to get the best value for your business. Plan options include:
  • Phantom Stock Plan
  • Supplemental Executive Retirement Plan
  • Stock Appreciation Rights Plan
  • Executive Deferred Compensation Plan

CASE STUDY: OWNER OF CAR DEALERSHIP

Car Dealership
Our client owns a successful construction company and planned to sell it in the next two years. However, some of his best employees – executives, estimators, project managers – were being recruited by competitors, decreasing the company’s value. He also wasn’t sure how to structure the company’s sale in a tax-efficient way. We solved these problems by:

1

CONDUCTING A COMPENSATION STUDY TO GUARANTEE COMPETITIVE SALARIES IN THE INDUSTRY

2

CREATING TARGETED BONUS PLANS (GOLDEN HANDCUFFS) TO RETAIN KEY EMPLOYEES

3

STRUCTURING SIGNIFICANT TAX SAVINGS FOR THE COMPANY'S UPCOMING ACQUISITION

READY TO GET STARTED?

© 2020 Strategic Legacy Partners

Securities offered through Lion Street Financial, LLC., Member FINRA/SIPC.

Investment advisory services offered through Lion Street Advisors, LLC., a registered investment adviser.

Lion Street Financial, LLC is not affiliated with Strategic Legacy Partners, LLC or Lion Street Advisors, LLC.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Strategic Legacy Partners at 817-527-5460 or info@stratlegacy.com.