Help for the next phase of your business development

Through hard work and perseverance, you’ve taken a vision and turned it into reality. You’ve built a successful business. You’ve created wealth. Maybe you’ve even begun grooming the next generation of leadership. Now, it’s time for the next phase – capitalizing on what you started. The Business Intelligence Institute provides pragmatic strategies to help grow and protect your business, while potentially maximizing its value – allowing you to accomplish personal, financial and estate preservation goals. Business Intelligence Specialists are a select team of top-tier financial planning professionals from within Lincoln Financial Network. They offer planning-based, outcome-oriented solutions that answer business owners’ critical questions:

How can I grow and protect my business?

Your business probably represents your greatest asset and your primary source of wealth. Now, let’s develop a plan that positions your business for growth and prosperity for generations to come. 

What is my business (really) worth?

It is nearly impossible to begin meaningful business and personal financial planning without an understanding of what your business is truly worth. Just as important is a thorough understanding of your personal financial goals – and what it will take to reach them.

Who’ll take the reins?

Deciding when and how to transfer your business is one of the most important decisions you will ever make. Your Business Intelligence Specialist will walk you through the wide variety of succession paths and help you structure the most efficient transfer.

How do I attract and retain top talent?

With the right executive compensation plan, you’ll be able to effectively reward superior performance, provide valuable incentives, and attract and retain top talent – whether it’s one or more key persons, or a select group of executives.

How do I tap the wealth in my company?

Financial security depends on converting your business assets to cash in the most tax-advantaged manner. Your Business Intelligence Specialist can assist in potentially maximizing the sale of your company and also provide access to capital if further investment is needed to improve its value.