Optimum Capital Management, LLC


ph: 877-75-TEACH

Business Services

Forming, operating, selling, liquidating, transferring business interests, disposing of the business in the event of an owner’s death, disability, or retirement, and retaining the business in the family are all important issues facing business owners.  Let Optimum work for you by providing answers to the many questions that must be answered in order to properly plan for the success of your business.

  • Business Development Consultation

    Optimum can assist businesses to run efficiently by outlining and assisting them with implementation of the critical elements necessary for a successful business.  Inadequate financial resources can cause the “successful” business to ultimately be sold to a larger competitor or dissolved completely.  The advisors of Optimum have a comprehensive understanding of basic and sound business management techniques and are willing to assist in the various stages of business development.

     

     

    ·       Business Plan Consultation

    ·       Credit Acquisition and Management

    ·       Choosing the Appropriate Business Entity

    ·       Financing and Operation of the Business

    ·       Key Person Insurance

    ·       Buy-Sell Agreement Implementation

    ·       Disposition of the Business

    ·       CPA Acquisition

    ·       Legal Assistance Acquisition

    ·      Insurance Consultation

    ·       Deferred Compensation Plan Implementation

  • Business Retirment Benefits Consultation

    Operating your own company requires that you set up your own tax-advantaged retirement program.  More often than not these programs allow business owners to set aside more funds each year than one could as an employee working for another company.  Optimum Capital Management can assist you in setting up the most appropriate retirement plan for your business by analyzing your needs.

     

    ·        SEP IRA Consultation and Implementation

    ·        SIMPLE IRA Consultation and Implementation

    ·        403b Consultation and Implementation

    ·        Profit Sharing Consultation

    ·        401K Consultation

    ·        Defined Benefit Plan Consultation

  • Business Group Insurance Benefit Consultation

    Optimum offers businesses a wide array of group insurance products and services.  As in independent agency we are affiliated with numerous nationwide agencies that have products to meet business needs.  Affiliated agencies include MetLife, John Hancock, Guardian Life, Atlantis Health, and many more.

        

    ·        Life Insurance

    ·        Dental Insurance

    ·        Vision Insurance

    ·        Health Insurance

    ·        Group Legal Plans and Services

 

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Use of the information for quotations or for illustration purposes is however permitted for non- commercial purposes only on condition that the source is mentioned.

 

 

 

 


ph: 877-75-TEACH