Protect and preserve your business legacy
Implementing strategies to mitigate potential risks and threats, both internal and external, while simultaneously preserving the business's financial stability, reputation, and legal compliance.
Protect & preserve your business legacy.
Designed to secure your business's financial health and your family's future. We provide a safety net against the unexpected, ensuring your success is preserved for generations.
Employee Strategies
Businesses succeed and fail based on the people who work there. They often make a company valuable and keep it going. The Mancuso Group helps you protect one of your most valuable assets.
- Buy/Sell Agreements
- Key Employee Insurance
- Key Employee Retention Plans
- Employee Benefits
- Executive/Fringe Benefits
- Executive Compensation/Phantom Stock Plans
Annual Tax Planning
One of the largest expenses a business incurs each year is taxes. The more successful you become, the larger the bill. The Mancuso group proactively advises on annual tax strategies that can reduce or eliminate your annual tax bill.
- R&D Tax Credits
- Employee Retention Tax Credit
- Charitable Giving
- Cost Segregation
- Captive Reinsurance
- Retirement Income Planning (tax efficiency)
- Tax deductible benefits for employees
- Retirement plans
- Section 125 plans
Long-term Tax Planning
When it's time to sell your company, retire, or transfer your wealth to the next generation, The Mancuso Group helps you optimize your plan and make sure you keep as much of your money as legally possible.
- Estate Planning (Wealth Planning, Trusts, Wills, Life Insurance, etc.)
- Captive Reinsurance
- Charitable Giving
- Capital Gains Mitigation (Tax mitigation when selling a business or long-term asset)
Day to day Operations
Liberate your entrepreneurial spirit with improved day-to-day operations. Our process refinements and technology integrations enhance productivity, freeing you to focus on what you do best.
- Sales & Marketing
- Bookkeeping & Accounting
What our clients say:
"Pat's influence as a coach is transformative. He helped me grow personally and professionally, pushing me to be a better leader."
- Adrian Sabatino, Keller Williams Naples & Marco Island, Florida
Find your next step
That can successfully direct you towards business success and financial freedom.
Read More
Read More
Read More
Read More
Read More
