Business-Specific Solutions - IPI in San Antonio Texas
Institutional Asset Management
IPI investment management is provided by SB Value Partners LP, which manages value-oriented funds for accredited investors on a discretionary basis. SB Value Partners features a performance-based fee structure: the manager earns investment management fees only if he delivers net new gains to the portfolio.
Employee Benefits Planning
IPI helps you help employers develop cost-effective benefits programs and executive compensation plans to help attract and retain valuable employees.
- Group Insurance Plans
- Disability Insurance
- Health Insurance
- Premium Financing
- Retirement Plan Services
- Defined Contribution Plan Services
- Defined Benefit Plan Services
- Insurance-based Retirement Plans
Business Succession and Exit Planning
IPI can help business clients prepare for leaving their businesses under more favorable financial conditions. We look at key issues such as whether the business will be capable of distributing enough income to principals post departure and developing a strategy to maximize value in the short and long terms. Where appropriate, we will coordinate the development of a business succession and exit plan with your client’s banker, attorney and accountant.