We've got you covered.
EMPLOYEE BENEFITS
Routine program management and fiduciary tasks should not monopolize the C-Suite or HR professional's valuable time. However, the DOL's regulatory environment is ever-changing and it is important for employers to stay on top of what they need to know in order to minimize risk.
Rise specializes in simplifying benefits administration, to enable Plan Sponsors to focus on other important areas of the business. Our services include:
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Business Retirement Plans
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Executive Benefits & Tax Reduction Strategies
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Cost & Fee Benchmarking Reports
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Vendor Selection & Management
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Fiduciary Due-Diligence Process Management
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Investment Fiduciary Services
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Employee Financial Wellness Programs
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Group Benefits
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Group Health Insurance
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Group Life Insurance
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Group Disability Insurance
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HR Consulting
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Recruiting & Employee Development
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Compliance Procedures & Policies
RISK MANAGEMENT
As we help you grow your assets in your business, let us help make sure those assets are protected! Risk management involves assessing your business and putting in place a plan of protection against potential risks. Bad things happen. They aren’t always preventable but with some preparation, they don’t have to be financially devastating. Some of our commercial insurance products include:
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General Liability
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Property
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Professional Liability
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Commercial Auto
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Workers Compensation
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Cyber Liability and Data Breach
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Commercial Umbrella
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Equipment
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Inland Marine
TAX-SAVVY
EXIT
STRATEGIES
It’s quite a juggling act for closely-held business owners to know how best obtain the cash needed from their business in order to retire, without losing much of it to taxes, fees and commissions. Business owners also have many risks they need to manage as they begin to transition away from their involvement in the company.
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Rise's team of niche experts helps business owners create a simplified, tax-efficient exit strategy. Specifically we help business owners with:
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Valuation Determination
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Stock Disposition Timeline
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Key-Man Insurance
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Facilitation of Legal Contracts
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Facilitation of Advisory/Transition Committee
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From startups to established enterprises, business owners must rely on forward-thinking and insightful financial assessments to retain profitability and capitalize on new opportunities.
Here's how Rise's seasoned team of CPAs helps manage your business, so you can minimize your tax bill and maximize your bottom line:
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Business Tax Returns
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Preparation & Analysis of Financial Statements
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Fractional CFO Services
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New Business Establishment
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Daily Accounting