Live More Worry Less
Flexible suite of business solutions
Simplified Processes That
Consultative Approach, Scalable Solutions, and Legendary Support
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Experts act as an extension of your team
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Remain compliant with administration support
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Due diligence and fiduciary support surpass broker services
Program Development with a Positive Financial Effect on Your Business
Gain The Confidence To Pursue Your
Get a Head Start on Your Goals with a Free Business Valuation and Intelligence Report
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Life is complicated enough.
Business solutions shouldn’t be.
Enhance your ability to attract, develop, retain, and support a talented and productive workforce and get the right people in the right seats. Nine steps help you build a flexible program.
Step 1 - Introduction
Discuss needs and services available and determine if there is a good fit.
Step 2 – Approach Meeting
Answer questions about managing employee programs and offer a perspective on whether employee programs are competitive.
Step 3 – Define the Scope
Work through ideas related to your business and offer feedback and insight into recommended next steps.
Step 4 – Discovery
Investigate and identify additional customizations.
Step 5 – Analysis & Design
Review goals and strategies that address your business needs.
Step 6 – Present Solution
Present recommendations and develop an implementation timeline.
Step 7 - Implement
Customize processes, set up new accounts, and arrange employee meetings.
Step 8 - Ongoing Service
Daily servicing and maintenance.
Step 9 - Regular Reviews
Hold regular periodic meetings to review the status of previous action items and make adjustments.
Personalized Financial Planning and Resources
*These services are separate from and not offered through Global Business Advisors.
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