BUSINESS INSIGHTS
Brae Wealth Insights exists to provide insights to individuals and to businesses, in areas that are often overlooked and under explored. We know that you, as an employer, have two full-time jobs: running your business and administering your employees. We believe that the relationship between an employer and an employee is a powerful one and is often undervalued. Our mission is simple: Create and coordinate a synergy between the employer and their employees. We work to once again enhance that synergy while acting as the business owner's right-hand man, and taking the coordination and administration of maximizing this relationship off the owner's plate.
The BUSINESS Owner
We give business owners new ways to think about their businesses and assist them in maximizing the benefits of business-ownership. We give them action ideas they can implement without causing disruptive and costly changes in their organizations.
I feel like I do a lot for my employees, but do they value what I provide?
-
What is the best way to communicate my value as an employer to an employee?
-
I am deferring income taxes currently, which is nice, but what happens when taxes increase later?
-
My business is simple, but running the administration of my relationship and duties to my employees is exhausting. How can I better manage this?
-
Do I have large amounts of payroll risk?
-
I like things simple, but between hiring, benefits, HR, payroll, etc, it seems more complicated than it should be. How can I make it simple again?
The Workforce
Businesses would cease to exist without their employees and smart employers know this. We help implement plans to retain and reward their key employees and create an environment that breeds excellence. We work to instill financial confidence in employees because we know financial stress greatly impacts their performance in the workplace. Therefore, we provide our individual services to create employee financial wellness.
My industry is becoming more competitive and I am having a harder time retaining employees, what can I do?
-
My employees have a hard time focusing at work due to financial issues, what can I do?
-
I want to reward my key employees, but what are the best ways?
-
My employees have questions about Social Security and Medicare, where can I send them?
-
I want my employees to be able to track their financial progress, how can I get them to start?
-
My employees need financial tools, what is available?
Legacy & Succession
Starting a business is a large undertaking, and selling a business can be as well. We provide business owners options to monetize their businesses and put safeguards in place to ensure the business can endure, be sold, or passed on to future generations.
If I wanted to stop working today, how would I monetize my business?
-
I have a successor in mind, but what happens if they fall through?
-
I want my employees to take over my business, what options do I have?
-
I don't know exactly what my business is worth, where can I get a business valuation done?
-
I know what my business is worth, but I fear that if something drastic happens as I am trying to sell, I won't get the full value. How can I lock the value in?
Strategic Cohesion
We have a suite of industry professionals who we work along side, that allow us to serve you in other ancillary areas including payroll streamlining, cutting-edge healthcare options, legal assistance, and estate planning.
My payroll provider is adequate, but are there better options?
-
How can I better interface with my employees about time-off, vacation, and employee benefit enrollments?
-
Am I limiting my liability and exposure in regards to the ever-changing employment laws?
-
My employees had some large medical claims last year, how can I help my costs?