Wealth Solutions For Small Businesses
Wealth solutions for small businesses (SB) comprises of Ekantik Investment and Cash flow strategies which are coupled with tax savings and revenue growth solutions to accelerate wealth building while protecting cash flow growth against unforeseen risks.
SB Wealth Package
Our service offering takes a holistic and long term approach for maximizing wealth creation for a small business by focusing on strategies to increase bottom line through increasing savings , earning more and safely growing reserves and also focusing approaches that can grow top line via process optimization/lead generation and evaluating horizontal/vertical products/services that grow revenues. Our end goal is to structure small business in a way that allows owner to get best price at exit.
Tax Reduction & Protection
Defined Benefit Plans
Help coordinate implementing defined benefit plans and safely compounding tax deferred dollars to accelerate retirement savings.
Supplemental Executive Retirement Plans (SERP)
Help with designing and implementing SERP to incentivize key employees to work longer term. Ekantik Advisor's investment strategies will be leveraged to ensure SERP implementation has minimum impact on business's bottomline.
831b Plans
Help with implementing 831b plans which help protect against intangible risks and also helps to reduce taxes. Tax savings can be safely compounded to meet owner's retirement goals.
Profit Growth
Lead Generation & Marketing
Ekantik Capital Advisors can also help implementing processes to generate leads on a ongoing basis and also with developing marketing content.
Revenue Growth
Ekantik Capital Advisors can explore avenues where a service business could be productized for scalability and also explore avenues to expand services horizontally or vertically.
Process Optimization
Process optimization based on implementation of enterprise operating system (EOS) to allow for removing inefficiencies, scalability and ultimately positioning the business for achieving maximum valuation at exit.
Ekantik Investment Approach
Cash-Focused Portfolio
The strategy remains in cash until market corrections or unique stock opportunities present themselves. This ensures that you avoid unnecessary exposure to market volatility.
Margin Of Safety
EPIG carefully times entries during market downturns, typically when the market has corrected. When asymmetric risk reward exists leveraged bets are made to capture significant upside with minimal risk.
Uncorrelated Bets
EPIG aims to make opportunistic bets with minimal correlation to the every other bet and market, which helps in reducing risk. By diversifying into investments that do not move in sync with the broader market portfolio dramatically reduces risk.
Targeted Risk
The strategy is designed to avoid excessive risks by limiting each bet to less than 1% of the portfolio’s risk. This ensures that no single trade or investment significantly impacts your overall portfolio.
Ekantik Plan For SB
Ekantik Capital Advisors vision is that every small business owner should be able to achieve financial freedom that they originally aspired when they started their business. For that our approach is to work with owners:
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To implement process optimization
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Safely grow liquid assets
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Explore avenues to increase top line and bottom line
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Whilst protecting existing assets against any unforeseen risks
to provide maximum valuation at exit and at the same time maximizing cash flow generation and growth on year over year basis.