Enterprise Financial Strategies
For business owners and key executives, complex financial outcomes require advanced strategies.
For Business Owners and Key Executives
Your business is your single greatest financial asset. Optimizing the financial strategies of your business is the most powerful thing you can do to secure your life-long sufficiency and legacy. We work with owners at all stages of the business life cycle, from assisting the new business owner with establishing a sound financial foundation to ensuring smooth business succession and transition into retirement.
Complex strategies require complex coordination and specialized knowledge. Within Pacific Advisors, our Advanced Financial Strategies Team has implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To help you visualize, compare, measure, and track effectiveness, we employ advanced tools and software to model and stress-test strategies with you to determine a suitable approach to achieve your advanced objectives including:
- Business succession
- Planning capital preservation
- Maximizing income
- Group benefits
- Asset protection
- Tax reduction strategies
- Exit strategies
- Retirement plans
To accomplish this, our team of specialists work with your other trusted professionals to advance your corporate strategies. If you’re a business owner, or have personal wealth management concerns, reach out and engage us in a no-obligation assessment of your existing structures and strategies. Let us demonstrate the significant contribution we can make to you and your organization by helping you build a successful enterprise that fulfills all of your objectives.
PREVIEW SOME OF OUR EXCLUSIVE STRATEGIES AND PROGRAMS
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MEET THE TEAM
PRESIDENT & CEO
CFP® ChFC® CLU®
As CEO of Pacific Advisors, Kelly Kidwell is a frequent national lecturer for business owners and provides continuing education for attorneys, accountants, and financial advisors. Active across the industry and in the community, he is known and respected for his effective strategies for corporate, tax, charitable and estate planning.
As leader of the Advanced Financial Strategies Team, Eric McDermott and his team work with business owners at all stages of the enterprise life cycle — from new business capital strategies, to recapturing lost capital and redirecting it to business growth or personal net worth, or helping ensure smooth business succession and transition into retirement.
BACK OFFICE & CASE SUPPORT
National Network of Advanced Resources and Support