Bmi Consulting, LLC

Description

A long term incentive plan was established for top management to provide a base of retirement income. A deferral plan was also implemented along with an executive disability plan for the same group. The company also created a 401(k) for the entire company to provide tax savings.

Guy is Managing Director of BTA Advisory Group, a Newport Beach, California based management consulting firm specializing in the issues and problems facing closely held businesses since 1986. He is also the Managing Director of Baker, Thomsen Associates , a compensation and benefits consulting firm specializing in closely held businesses.

BMI, working with attorney and accountant structured a buy/sell agreement based on appraisal done by BMI appraisal service. Buy/sell was coordinated with estate plan to provide tax free dollars to finance purchase of stock or payment of estate taxes.

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