Helping Small Businesses Recover From 2020 Financial Challenges Using Little Known Techniques
1. Contact Info & Research
1.1. Aldo Adriaan 757-401-4402 email [email protected] www.afasmartbusiness.com www.mywotccredit.com Turn Key Hiring Credits program www.mypropertytaxcredits.com Turn Key Cost Segregation program https://www.linkedin.com/in/aldoadriaan/ Aldo's Background www.aldoadriaan.com Financial Counseling/Coaching for employees https://hiringtaxcredit.com/DXGZR Tax Credit if you hired me as employee
1.2. www.strydesavings.com www.gmgsavings.com/blog http://strydesavings.com/top-10-reasons-to-choose-the-stryde-retirement-program/
2. 5 Profit-Enhancement benefits
2.1. Phase 1: Statement Savings & Specialized Tax Incentives *** Average $250,000
2.1.1. Backoffice Average Formulas
2.1.1.1. Live 15minute Benefit Quote
2.1.1.2. Cost Remediation = High Volume x Margin of error=audit opportunity
2.1.1.3. WOTC - $2400 - $9600 per new hire for qualifying employees.
2.1.1.3.1. Self-onboarding Demo
2.1.1.4. R&D $30K per $million of payroll rolled back 3 open tax years
2.1.1.5. Property Tax Savings for amounts over $50,000 +- 15% average
2.1.1.6. Cost Seg on commercial bldg - $150,000 tax deduction per $million bldg cost
2.2. Phase 2: Corporate Loans to $250 million: *** Average $ 1 million
2.3. Phase 3: Business Exit, Advanced Insurances, Key Man, Tax Free Retirement *** Average $2.5 million
2.3.1. We average a $3 million upfront contribution to a tax free non-qualified retirement plan/Business Exit Strategy. Use approx $165,000 to leverage a $3 million general purpose self-collateralizing loan. No employee participation required. Leverage depends on loan interest rate. Minimum income of $160,000 and $1m net worth * YMMV depending on entitlements and qualifications
2.3.2. Business Exit
2.3.2.1. Advanced Planning Services
2.3.2.1.1. Key Employee Retention & Partner Services
2.3.2.1.2. Buy/Sell
2.3.2.1.3. Golden Handcuff
2.3.2.1.4. Key Person
2.3.2.2. Business Brokerage
2.3.2.3. Buyer Financing
2.3.2.4. Franchising
2.3.2.5. Tax efficient sales planning of business
2.4. Phase 4: Offer Phases 1-3 to 40 business customers *** Average 40x$2.5 million=$100 million for New Business Development
2.4.1. Would your sales and profits increase for your qualifying business clients if through me you were able to:
2.4.1.1. reduce their expenses
2.4.1.2. Find missing tax incentives
2.4.1.3. Obtain corporate loans
2.4.1.4. Do business exit and tax free retirement planning
2.4.1.5. I do the work with your blessing at no cost to you
2.4.1.6. No upfront Cost To Your Clients We work on contingency
2.5. Bonus: Reduce Your Tax Bill about 50% almost 100% of the time
2.5.1. Holistic Tax Design
2.5.2. Sample Case Studies
3. Onboarding process for You and Your Clients
3.1. Attend Webinar or receive quick quote and consult then self-onboard at www.gmg.me/276908
3.1.1. -The owner/CFO participates in short conference calls with our home office experts
3.1.2. Stryde/Gmg takes over and starts looking for savings
3.1.3. We do all the heavy lifting
3.1.4. 18 years experience, $6 billion in benefits delivered
3.2. Aldo is the bridge between clients and the Profit Centers Of Expertise ensuring a good fit
3.3. What else can you do for me Aldo? Lets have profitable conversations!
3.3.1. Onboarding Process For Redwood
3.3.2. Consult setup for other providers
3.3.3. Townhall meetings for employees
3.3.3.1. UGRU coaching
3.3.3.2. UGRU webinars
3.3.3.3. AFA Employee/Retiree Webinars
4. Unique Business Model
4.1. We specialize in skills sets your team does not have. We work mostly at no upfront cost and we get paid only if you can use the benefits we find
4.1.1. Statement Audits
4.1.2. Specialized Tax Incentives
4.1.3. Corporate Loans
4.1.4. Franchising
4.1.5. Business Brokerage
4.1.6. Business Exit and Buyer finance
4.1.7. Tax Free Retirement
4.1.8. Advanced Risk insurance for key Personnel
4.1.9. Holistic Tax Reduction Specialists
4.2. Would $250,000+ found inside 400 qualifying businesses help the local business and personal community recover faster? How quickly would you want those funds?
4.2.1. We aim for no business disruption, no upfront cost, no staff replacements and very ittle time commitment. We plug in big business skill sets seamlessly into your business at affordable pricing
4.2.1.1. I save you time as we offer many services and I'm your concierge for all of them and YOU DONT PAY ME! I am paid by the Centers of Expertise
4.2.1.2. We ask for documents to analyze, brief conversations to understand you and quick decisions where possible. Because we are floating costs, speed is appreciated.
4.2.2. It should be a no-brainer decision to work with us. We find money for you..we keep a portion, you keep most of it. We also bring lots of leverage 16-25x in some cases. **YMMV
4.3. Would You Like To Improve The Odds of Getting Large Corporate Loans Approved?
4.4. I work with multiple profit-focused Centers Of Expertise and determine best fit based on client needs and COE focus
4.4.1. Redwood Tax Specialists
4.4.2. Adriaan Financial Associates
4.4.3. Stryde/GMG
4.4.4. Miscellaneous Associates