Gary's Gulch

Business Owner Financial Strategies with Tom Suvansri


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My friend and colleague in the traditional financial services industry, Tom Suvansri, and I discuss all the different ways that we help our business owner clients. We discuss employee incentives, owner buy-sell and succession, essential team member bonuses and compensation, and more.

Episode Highlights

  • Different entity structures and methods for retaining key members
  • Tax strategies for business owners
  • Understanding business entity structures for taxation and asset protection
  • Exploring the benefits of a 401K plan for small business owners
  • Cash bonus and non-deferred compensation programs to retain key employees
  • Qualified versus Non-qualified compensation plans
  • Creating a buy-sell agreement and securing funding for buyouts
  • What a business owner's life insurance policy is
  • Business continuity and succession planning for young adult businesses
  • Estate and succession planning for growing businesses
  • Tom’s advice on estate planning and handling your finances Links and Resources from this Episode
  • Connect with Gary Pinkerton
  • https://www.paradigmlife.net/
  • [email protected]
  • https://garypinkerton.com/
  • Connect with Tom Suvansri
  • https://perennialpride.com/
  • https://www.facebook.com/perennialpride/
  • https://twitter.com/perennialpride
  • https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA 

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Gary's GulchBy Gary Pinkerton

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