Small Businesses

Keep More of What You’ve Built

Our financial solutions for small businesses serve to build, safeguard, or extract all the hard-earned equity you’ve worked to create. With a focus on tax-efficient solutions, Prosperity Partners can help you retain the fruits of your labor.

We provide an in-depth analysis of your existing structures, followed by recommendations to reduce risk, lower fees, and expand your options. These can include:

  • Qualified Retirement Plans
  • Executive Compensation Plans
  • Stock Ownership Plans
  • Buy-Sell Agreement Funding
  • Liquidity Event Funding
  • Key Employee Indemnity Plans


As assets, small businesses are notoriously illiquid.

Too often death or disability of an owner triggers a rapid sale – where someone gets a bargain, and your family loses out on the fair economic value of all you have built.

Ask your Chief Prosperity Officer how advance planning can prevent such a tragedy.

The Dilemma of Small Business Liquidity

Freedom to Focus on Your Business
“I have worked with Mark for over 25 years. He is my most trusted advisor and takes the time to truly understand my family’s financial needs and long-term goals. Working with FDP allows me to focus on growing my business while they focus on growing my wealth.”

Prosperity Partners client, formerly FDP

(unpaid testimonial, 1/18/22)

Discover the financial opportunities in your existing business.