Advisory
Understanding your alternatives is crucial for business owners who want to retain a family heritage or sell their company when the time is right. Our team of experts has a wealth of expertise advising customers in a variety of sectors, regions, sizes, and throughout various company lifecycle phases on transition choices in a strategic and impartial manner. We’re here to assist you in achieving difficult objectives and overcoming any unique challenges you may encounter.
Business Advisory
The day-to-day management of your company may leave you with little time to think about your long-term aspirations, both for the business and for yourself. All companies eventually experience a transition, whether it is anticipated or not. Our experts at NTA KB will discuss these options with founders and families, including: Transfer the enterprise? Raise money to finance expansion? Sell a chunk or the entire company? Whatever the situation, we strive to offer individualized counsel, connecting your company’s success vision with your own financial objectives.
Advisory on Executive Compensation
Equity remuneration has the potential to generate enormous wealth. But managing personal finances and strategizing about how to best maximize grants and awards for you and your family are priorities that are often overshadowed by the demands of running a business. NTA KB’s committed team of professionals is prepared to create a strategy that is specifically tailored to your individual compensation structure. Given how fast the world is evolving, corporate executive planning requirements may be significantly impacted by forfeiture risks, new compensation trends, and shifting tax and regulatory environments.
Value-added techniques
- Provide guidance on the creation of executive compensation schemes and long-term incentive programs to publicly listed and pre-IPO firms.
- As part of a complete pay assessment, examine employment contracts, grant agreements, deferred compensation schemes, and pensions to identify potential for wealth optimization.
- To create a plan for managing concentrated stock positions and putting 10b5-1 plans into effect, evaluate your portfolio and compare it to your company’s holding requirements.
- Determine the borrower’s demands for liquidity and provide specific personal loans, lines of credit, structured equity solutions, and finance for yachts, aircraft, and artwork.
All Corporate owners are in a phase of transition from wealth creation to wealth preservation. Every founder or family has its own ideal ratio of focus to diversification, which frequently changes over time.
