Business Group Benefits
Our Group Benefits consulting services are tailored to businesses of all shapes and sizes. It starts with partnering with you to develop an in-depth understanding of your present and future needs. Then we strategize on to effectively and efficiently help meet your and your employees’ needs to aid the stability and longevity of your business.
We Provide
Employee Education Webinars
Employee Review of Existing Group Benefits
Group Permanent Life Insurance
Group Term Life Insurance
Group Personal Financial Planning Service
No-Cost Personal Financial Snapshots for All Employees
Owner Exit Planning
Unfortunately, when it’s time to sell, 8 out for 10 businesses are unable to do so. We want to change that. We work with business owners to ensure the net value of their business allows for their personal goals and financial plan to come to fruition.
In doing so, we’re able to combine our expertise and personal network, ultimately formulating a comprehensive and collaborative approach to ensure the best ideas are brought to the table as you prepare to one day exit your business.
We Provide
Understand the value of their business, both tangible and intangible*
Determine how ready and attractive their company is currently
Identify the owner’s three gaps (value, wealth, profit)
Identify the Range of Value of an owner’s company. What is it worth today and what is it potentially worth
Understand their exit options and how they apply to their company and exit goals
Better understand their personal vision and personal financial needs
Align their business, personal, and financial goals
*Altitude Financial Management does not provide certified business valuations. For a certified business valuation, consult a properly accredited appraiser.
