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.
Schedule a Review