Small Business

Keep More of What You’ve Built

Our financial solutions for small businesses serve to build, safeguard, or extract all the hard-earned equity you’ve worked to create. With a focus on tax-efficient solutions, FDP can help you retain the fruits of your labor.

We provide an in-depth analysis of your existing structures, followed by recommendations to reduce risk, lower fees, and expand your options. These can include:

  • Qualified Retirement Plans
  • Executive Compensation Plans
  • Stock Ownership Plans
  • Buy-Sell Agreement Funding
  • Liquidity Event Funding
  • Key Employee Indemnity Plans

Discover the financial opportunities in your existing business.

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