Financial Planning for Businesses and Business Owners
F Financial Planning for Businesses and Business OwnersAt Karp Capital Management, we can help you reduce your tax liability with strategies focused on maximizing your savings for retirement. We develop and execute comprehensive financial and retirement plans based not only on your needs, but also on those of your employees and firm. Our investment strategies consider current investment trends to provide more than just static solutions. Each firm’s tax and income situation is unique and requires a customized strategy.
Keep and make the most of your money. Call us to review your current portfolio and retirement plan today.
Why Independent Advice MattersAs an independent investment advisor, Karp Capital Management has access to a wide array of platforms and investment offering to find the unique solution that works for you. As a fiduciary, we will act in your best interest.
Start TodayContact us today to schedule a consultation.
CORPORATE RETIREMENT PLANS
With expertise in qualified and non-qualified retirement plans, Karp Capital can design, implement, and monitor your plan. We educate your employees and work with plan trustees (i.e. business owner) to maintain government compliance and best practices according to the Department of Labor.
BUSINESS EXIT AND SUCCESSION PLANNING
Whether you plan to sell your firm, transfer to management, or pass it on to your children, proper Exit Planning provides a roadmap for one of the most challenging aspects of business ownership.
BUSINESS CONSULTING AND SERVICES
Working with new and existing businesses, we can assist you to meet your business objectives and work towards sustainable growth..
Corporate Retirement Plans
Maximize Benefits and Minimize Tax ImplicationsThe retirement plan experts at Karp Capital can coordinate and provide comprehensive support for all of the components associated with your retirement plan... 401(k), profit sharing, defined benefit, nonqualified deferred comp, etc. While receiving personalized and cost-sensitive attention, you can rest assured that your retirement plan will work for you today and tomorrow.
Our services include:
We provide 3(21) investment advisory and 3(38) investment management fiduciary services to our retirement plan clients.
Thorough examination of your needs to provide a customized plan designed specifically for your company's unique goals and objectives with flexible and prudent investment options.
Timely and smooth installation or conversion of your retirement plan accompanied by an effective employee communications program.
Continuous education, investment performance reviews and consulting services. We respond to your needs.
Annual compliance reviews that conform to ERISA, IRS and DOL guidelines.
Business Exit and Succession PlanningWhether you plan to sell your firm. externally or internally, proper Exit Planning provides a tax-efficient roadmap for one of the most challenging aspects of business ownership.
Exiting Business Ownership
After a career spent building a successful business, finding the best way to move on can be a challenging proposition. Exit Planning is a customized process designed to help business owners understand their options. Determining value and the path to new ownership can be difficult and cumbersome. Karp Capital can help you chart a course for a tax-efficient transition.
Deciding when it’s Time
The time to start thinking about a business exit strategy is long before you're ready to implement a plan. Give us a call at 1 877 900 KARP for a no obligation meeting to learn how we can help.