Finance
Proper financial management is crucial to the success of an established company’s longevity, as well as for the long-term benefit of the owners. Oftentimes, inefficiencies in business financial plans can unknowingly prove to be very costly, in terms of high fees & operating expenses paid by business owners, as well as under-utilized tax savings that could have been generated by powerful tax deductions.
To help aid in the process of guiding our clients, P3 Global has assimilated an extraordinary team of professionals that are all in the top tier of their specific field of expertise. One of our main relationships is with The Hamilton-Withrow Group of The Royal Bank of Canada’s Wealth Management Division. The Hamilton-Withrow Group is a unique resource (or financial partner) that P3 Global refers clients to for investment related services. Their capabilities and services can be found clicking the following link: www.rbcfc.com/hwgroup/
Utilizing our team-based approach, P3 Global and our affiliates conquer the complexities of Retirement Plans, Captive Insurance, Estate Planning, Asset Management (i.e., stocks, bonds, ETFs, etc.), and Private Placements. Working alongside our clients’ tax and legal advisors, we quarterback the process of proper planning as we help to:
- Maximize efficiencies in retirement plan administration
- Utilize unique tax planning strategies that can provide in excess of $1,500,000 in tax deductions for small to medium sized businesses
- Generate substantial savings for larger companies through proper risk assessment
- Provide proper Corporate Cash Management, oftentimes providing better yields
- Review buy-sell arrangements, ensuring proper setup
- Advise on the most appropriate business exit strategy
- Review the personal planning of key owners and individual clients, when appropriate, to ensure alignment to overall strategy
For more information about our core financial consulting strategies, visit the following pages on Retirement Plans and Captive Insurance.
Disclaimer: P3 Global, LLC does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.