Your business is your retirement.

Business & Executive Planning


Integrating your personal and business financial plan.

It's Not Just Personal

Whether you're a small business owner, or a corporate executive, you know how challenging it can be to run your personal finances and keep your eye on your business. Often one gets more attention than the other, and through brute force and sheer will, you manage financial success.

At Basepoint Wealth, we are here to help you make sure that all aspects of your finances are in order. With our help, you can simplify the process by integrating your business and personal planning—finding efficiencies that may create more personal wealth. This often includes a combination of strategies to reduce taxes and enhance the value of your business equity.

Business Services

Cost Segregation
Pension Planning
Debt Analysis
Buy/Sell Agreements
Risk Management 
Asset Protection
Exit Planning
Executive Equity & Comp
Retirement Plans

Executive Equity & Compensation

Equity compensation can make up a significant portion of personal financial wealth for corporate executives as well as employees of early-stage companies or those with employee stock plans. While stock incentives are an important component of compensation, it is also important to understand and manage the risks that can accompany these equity programs. Expert analysis and planning are needed to maximize the opportunity these benefits present while minimizing the impact of taxes.

     // Review and analyze equity-based compensation including Incentive Stock Options (ISO), Non-Qualified Stock Options (NQSO), Restricted Stock Units (RSU), Employee Stock Ownership Plans (ESOP), and Employee Stock Purchase Plans (ESPP)

     // Advise and implement investment strategies for liquidity events such as a merger, buyout, or sale of a closely held business

     // Recommend contribution and payout strategies for deferred compensation programs

     // Develop strategies for managing concentrated equity holdings

     // Assess and facilitate Net Unrealized Appreciation (NUA) opportunities

Corporate Sponsored Retirement Plans

Think 401(k) plans are only for big companies?  Think again!  Corporate-sponsored retirement plans come in many shapes and sizes to fit the needs of many small and mid-sized businesses, and often can form a strong part of a robust financial plan for owners, executives, and key employees.

At Basepoint Wealth, we work closely with decision makers at the business to evaluate the needs of the business, and those who make it work.  We'll then present you with a robust strategy for plan design, implementation, service, and employee education so that you can maximize this powerful benefit.

Request an Appointment

In a brief introductory conversation we can get to know you, your situation, and then connect you with an advisor that best fits your needs and goals.

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