Non-Traditional Leveraged Deferred Compensation

Advantages of the Accounts Receivable Program

• Puts Pieces In Place to Convert Dormant Accounts Receivable Into Income Producing Assets TODAY
• The Common Sense Approach May Also Provide the Participant’s A/R With Protection from Liability Exposure
• A Strategy Designed to Accelerate the Compounding Process by More Efficiently Optimizing Existing Assets
• Establishes an Immediately Funded “Deferred Comp” Program for the Owners/Executives of the Company
• The Plan Makes Use of the Most Efficient Tax Strategies Available to Reduce the Current and Future Tax Burden of the Company and Participating Employee(s)
• The Strategy Allows the Company to Manage its A/R Just as it Always Has Done
• No Factoring or Freezing of A/R
• No Burdensome Nondiscrimination Rules. The “Deferred Comp” Benefit Can Be Established for Only Those Employees The Company Wishes to Benefit
• Recruit Professionals to your Company
• Retain Your Most Valued Employees
• Accelerate Your Retirement Funding
• All or Part of your A/R May Be Used to Fund the Plan

Candidates for the Accounts Receivable Program

• Any Business That Has a Significant Level ($100,000 or More Average) of Accounts Receivable. Examples of A/R:
• Traditional A/R
• Any Residual Income or Deferred Income
• Must Not be a Sole Proprietorship
• The Company/Individual Must be Credit Worthy
• Any Company Wanting to “Unlock” One of their Largest Assets to Work for Them.
• Stable Company with Positive Cash Flow