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Incentive Captial Management 2100 Roswell Road. Ste 110A Marietta Ga 30062 P:770-579-3001 F:770579-3002 |
Services at Incentive Capital |
ICM is a boutique money management, private equity, and comprehensive financial planning firm located just north of Atlanta, Georgia. We help discriminating clients accumulate, grow, protect, diversify, enjoy, and transfer their wealth. ICM clients don't wonder where they're going financially. They know where they're going. We help you gain clarity about what you want and how to get it. We work with you to set goals, develop strategies to achieve those goals, and follow through by implementing the strategies. All along they way we monitor your progress and make adjustments when necessary as life events come at you and your situation changes. |
In addition, through our specialized corporate consultancy, Doctors' CFO, we help medical specialists and other business owners avoid unnecessary taxes, dramatically increase retirement savings, find new sources of savings, protect assets, and make more money. In essence, we are your partner and coach, advising you so that you can achieve your financial and life goals. As fee-based money managers we utilize a proven and disciplined mid-cap value methodology. We see significant value available from carefully and opportunistically selecting best of breed companies that are undervalued with regard to the strength of their business model, market power, growth prospects, and increasing earnings. We also believe that earnings should be returned to the shareholders in the form of high dividend yields that supplement market returns rather than horded by the company. We don't chase fads and we don't like to pay too much. Our private equity business arranges follow-on financing for companies looking to fund expansion. This can take the form of debt, equity, or accounts receivable backed lending to fund M&A, inventories, equipment, or general increased working capital requirements. In select situations where the investment opportunity is particularly attractive due to valuation and capital appreciation leading to a liquidity event, we recommend the investment to our clients and take an equity position. |
Whether you're an investment client, business owner, or physician we provide the full range of professional services and specialities required in a truly comprehensive plan. Claude Bass, JD provides supporting trust and organizational services on employee benefits. Michael M. Smith, CPA, JD at Gambrell and Stolz is our expert tax counsel. Denson Pepper, CPA is our associated accountant and tax return specialist. We utilize the Scottrade Securities trading platform to provide a robust, cutting-edge customer interface for client investments for full transparency. Lafeyette Life, PINS and PASS provide pension administration and planning support. This powerful combination of talent and experience delivers the following services for our clients: A lower tax burden - Incentive Capital Management's Doctors' CFO program reaches across all aspects of a medical professional's finances, and over 30 years' success in bringing these plans to fruition. Conventional financial planning structures cause most high income specialists to lose approximately 40% of their net practice income to taxes. ICM's comprehensive approach to financial restructuring and reorganizing means that most clients can reduce their income tax burden to 25% or less of net practice income. New savings opportunities - Incentive Capital Management's financial diagnostic programs typically reveal significant undiscovered savings opportunities, which in turn support new investment and savings strategies. Our financial treatment programs use proven solutions to deliver six-figure tax savings by repositioning many previously non-deductible expenses. These savings in turn drive new investment opportunities, using our 12 to 15 month building-block model. Safe, proven, cost-effective results for both individual and group practitioners - Incentive Capital Management's staff is fully licensed, certified and exceptionally qualified to deliver our highly personalized financial management advice. ICM also has access to premier legal, accounting and financial planning specialists - resources that are customarily unavailable to individual investors, except at great expense. The large majority of our clients see significantly stronger returns at no net cost over their current financial management strategies. No reduction in personal lifestyle - Incentive Capital Management knows how to reorganize the finances of medical professionals in a safe, legal way so that you keep more of what you earn. Conventional 401(k) profit sharing plans do not provide the income protection that high salary professionals need. We provide alternative ERISA programs that offer guaranteed returns and allow significantly larger annual contributions to qualified plans. These plans require no reduction in current lifestyle, and we frequently bring other family members into the reorganized financial program to ensure that immediate and long term expenses such as education and insurance do not need to be paid from after-tax funds when other alternatives are available. Creativity and flexibility our competitors cannot match - Our competitors do not reorganize their clients' financial structures or create family trusts. They also do not alter partnership structures into joint ventures, establish employee income status for previously self-employed specialists, or bring family members into the income pool to share in savings and benefits programs. It takes Incentive Capital Management's deep knowledge of the financial needs of medical professionals and over 35 years of experience to deliver these enhanced tax deductions and secure long-term improvements in retirement income. |