What Can We Do For Your Business?

Below is a complete guide to the services offered for your business; it's time to take control of your future.

Elegant Solutions for Your Business

As a valued client, our relationship is built on trust. With over three decades of experience and industry knowledge, CPT Wealth Strategies understands that each client is unique and faces different income challenges.

Business Wealth Accumulation & Preservation

CPT Wealth Strategies specializes in Business Continuity and Succession Strategies. We create solutions to help ensure you can make well-informed decisions. Not all businesses require the inclusion of all segments of our succession and continuation.

Part of our assessment includes knowing which of the following segments are appropriate and require the time, effort, and energy to identify and assess the specific risks, exposures, and solutions associated with that segment. CPT can help you make well-informed decisions that depend on a well-structured discovery process.

Please book a consultation today to ask how I could help you with your wealth accumulation & preservation needs.

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Business & Key Person Valuation

All closely held business owners should know the value of their business throughout their lifetime for various reasons. Such as estate planning; gifting; divorce settlement; a potential sale; recapitalization; shareholder disputes; succession planning; buy/sell agreements, ESOP consideration, and so on.

Selecting key people is relatively simple compared to valuing a key person. Determining precisely what monetary value a key person or owner has to the business is more complicated. When valuing a key person, the valuation should consider the company's specific needs and determine the realistic financial exposure associated with the death or disability of the key person. A key person's value is often not considered arbitrary at best.

CPT Wealth Strategies does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.

Please book a consultation with me today to discuss a customized strategy for you and your business.

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Business Exit Planning & Wealth Transfer

Exit planning is intertwined with the business succession/continuation plan. The plan is designed to help ensure the perpetual viability of the business, establish a market value and a method to value the shareholders' interest in the company to be transferred/sold, and preserve the value of the shareholders' business interests.

This typically involves the concerted efforts of several of your financial professionals but is often facilitated and led by a professional knowledgeable in business and estate succession matters. The facilitator is responsible for proper and cohesive plan design, timely execution, and ongoing management to help ensure the desired outcome is achieved at a triggering event, such as death or disability.

Neither CPT Wealth Strategies nor its employees or agents are authorized to give legal or tax advice. Consult your personal attorney legal or tax counsel for advice on specific legal and tax matters.
Please book a consultation with me today to discuss a customized strategy for you and your business.

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Meet Mike Roberts

Mike Roberts is an experienced professional in the Financial Services, Insurance, and Risk Transfer industry. He assists clients in creating and implementing financial strategies for estate and business transfer and wealth accumulation. Mike's knowledge and expertise are in creating and protecting wealth transfer programs and mitigating risk.

He has been an MDRT Qualifier, annually generating revenues in the millions of dollars. Mike started his career with AXA Equitable and has been a top producer at Mass Mutual and run the Private Client Wealth insurance practice at one of the preeminent NYC prestigious firms, Frank Crystal and Co., and as the NY NJ CT Metropolitan Area Life planning specialist for Arthur J Gallagher Insurance and Financial Services division.

Mike works with clients from the Mail Room to the Board Room, Family Offices, and Corporate Executive offices. These include private companies, unions, and individual estates. He provides his clients with the expertise needed to customize offerings with programs that guarantee immediate funding and risk mitigation in response to a program-triggering event.

Where to find us

mike@cptwealth.com

917.328.4904

Licensed Insurance Professional. Respond and learn how we are helping individuals create retirement income strategies using a variety of insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.