We deeply admire business owners and executives, their drive, ingenuity, and tenacity. So we’re driven to help you maximize enterprise value by rewarding those who build it when they do.
A Coordinating Process
To best serve our clients, Benexit developed a process protocol we call Benexology—the fusion of financial planning and architecture. And like a lead architect, we help coordinate three key disciplines crucial to driving enterprise value. First, Executive Benefits that attract, retain and reward your most important asset—top talent. For private business owners, we help them keep an eye toward their eventual Business Transition and how to maximize, protect, and transfer business value to their personal balance sheet. Finally, our Wealth Management services help owners and executives take a broad look at their financial resources to build the future they desire.
All our work is custom-tailored to your needs helping you avoid being hamstrung with any formulaic solutions. So, if you are growing a new division, targeting a certain business growth rate, or looking to hire a key executive to take your business to a new level, you will have a dynamic approach to attract, retain, reward and align your key employees.
Let us introduce your Benexit team.
Key employees represent the heart of your business. You need to retain, reward and motivate them to stay the course as you exit the business—prospective buyers, which may include your key employees themselves, buy into that talent. This is the first pillar or discipline in our Benexology protocol.
Our primary goal in business exit planning is to help you maximize, protect and transfer business value onto your personal balance sheet. So this step in our Benexology protocol covers the evaluation of your business: its current value, employees, infrastructure and performance.
The third pillar or discipline in the Benexology protocol is wealth management, the exacting process of aligning your financial resources with your personal values. We will fulfill a specific gap in your existing plan or produce a new plan to support your life’s journey.
Maximizing enterprise value by rewarding those who build it.