corporate security planning
What it means
Many growing businesses face common issues: ensuring shareholder agreements are tailored and sound, protecting the business against the loss of key employees, and attracting and retaining quality talent through tax-effective group benefits, executive programs and pension plans. Corporate Security Planning enables you to implement solutions that benefit owners, employees and your business as a whole.
What it is
Planning that protects your business for the long term. Common issues you might face include establishing a sound shareholder agreement, protecting your business against the loss of a key employee, and attracting and retaining quality talent by offering tax-effective group benefits and pension plans.
How it works
- BridgeWater partners with you or your finance and HR executives to implement strategic audits and create the right financial planning solutions for your business.
- Key areas in which BridgeWater offers expertise and independent advice:
Corporate Matters
- Strategic audits of shareholder and partner agreements
- Buy-Sell arrangements
- Partnership insurance
- Shareholder insurance
- Key person insurance
Employee Benefits
- Group insurance
- Health & Welfare trusts
- Pension plans
- Benefits administration
- Executive compensation models
What you can expect
- Peace of mind that you’ve protected your business for the long term
- The ability to attract and retain quality talent to help you grow your business
- Tax-effective plans that combine creativity, innovation and reliability
