Business Planning with American Council of Engineering Companies (ACEC) members

Cornerstone Financial Partners is focused on helping engineers and their employees.  They have been involved with ACEC Georgia over the past decade, building relationships through programs, board retreats, and summer conferences. Among the services they offer, Cornerstone helps clients with business planning, executive compensation strategies and succession planning.

Business Planning & Consulting Activities

• Business value consulting
• Buy/Sell agreement analysis
• Succession or exit planning
• Cash flow analysis
• Cash flow and income statement analysis
• Deferred compensation plan analysis
• Deferred comp funding and distribution
• Non-qualified deferred compensation programs
• Employee benefit and retirement plan strategies
• Entity structuring education
• Financing Strategies
• Non-Formal Business Valuation Estimates
• Tax efficient exercise and vesting strategies

 Personal Wealth &  Estate

• Estate tax analysis
• Sources of estate liquidity
• Trust planning and education
• Wealth transfer scenarios
• Cash flow projections
• Financing and funding analysis
• Goal prioritization & accountability
• What if scenarios
• Asset dissipation strategies
• Retirement funding solutions
• Retirement needs analysis
• Retirement plan strategies and coordination
• Life insurance planning
• Long term care planning
• Cost basis review & analysis
• Discuss and educate on employee stock options basics, ISOs, NSOs, planning strategies, etc.
• Tax diversification strategies
• Tax loss harvesting
• Tax-managed investments strategies