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 retail and institutional clients 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 your portfolio.
Employee Benefits Planning
We specialize in helping 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 ServicesDefined Contribution Plan Services
Defined Benefit Plan Services
Insurance-based Retirement Plans
Business Succession and Exit Planning
According to the Small Business Administration, about 90% of U.S. businesses are family-owned or controlled. But only about 30% of family-run companies survive into the second generation and only 10% make it to third-generation status.
IPI helps small business clients prepare for leaving their businesses under the most 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 banker, attorney and accountant.