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Certified Exit Planner™ (CExP™)

At Founding Capital, LLC, we serve a number of closely held businesses in a wide array of industries. Often, the owners face a number of day-to-day responsibilities and decisions and, as a result, don’t have the time to focus on important financial strategies, be it a benefits package for their employees or their own personal exit plan. We offer a wide range of services, including:

Retirement Plans
Many business owners are concerned with the fiduciary risks and liabilities of implementing a retirement plan. We work closely with you to determine appropriate 401(k) plan options, as well as 403(b) plans, profit sharing plans, cash balance plans, and pension plans.

Executive Benefits
Offering a competitive executive benefits plan can attract and retain key executives. We help you determine and implement appropriate plans, such as executive bonuses, deferred compensation, salary continuation, and supplemental executive retirement plans (SERP).

Group Benefits
Providing quality, affordable healthcare coverage is a significant challenge for many employers. We evaluate the design of different benefits packages to determine the best pricing structure and offer advice on implementing such options as cafeteria plans that allow for employee cost-sharing through tax deductible contributions.

Succession Planning
It is important to have a plan for when you will eventually exit your business, whether it’s selling, going public, or transferring it to a family member. We work with you to create a comprehensive exit strategy that helps ensure you have a plan for the expected and unexpected. A thorough succession plan can help mitigate taxes, prevent a loss of control over the final disposition of your company, and avoid a decline in the value of your business in the event of your death or unexpected disability.

Buy and Sell Strategies
Life insurance is designed to help protect a family in the event of an untimely death of a primary wage earner. But what protects a business in the event of a business owner’s death or total disability? One way to safeguard your business and protect it from a loss of revenue is to create a buy-sell agreement. Beyond offering advice on the agreement, we can work with your attorney to determine the right type of agreement.

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