Ryewood Financial

Categories

Accounting, Financial Planning, BankingAssociate

About Us

The Ultimate Retention Weapon for Business Owners Planning Their Exit

A successful ownership transition requires more than just a buyer; it requires a bulletproof leadership team capable of running the business without you. If your current retirement framework forces your top earners to refund their contributions due to rigid compliance tests, you risk losing the exact talent you need for a seamless exit.

We engineer Bifurcated Benefit Architectures that completely separate staff compliance from executive wealth generation. By deploying a streamlined, Safe Harbor framework for rank-and-file employees, we eliminate complex 401(k) testing altogether. Simultaneously, we layer an exclusive, Non-Qualified Executive Carve-Out that offers future owners uncapped, tax-deferred wealth accumulation.

This dual-tier approach acts as an irresistible recruitment tool and a powerful "golden handcuff" for executive retention. Beyond the plan design, we provide specialized Leadership Consulting and Succession Architecture to prepare your management team for the ultimate handoff.

Don't let your exit strategy fall apart due to executive turnover. Call us today at (208) 347-5543 to coordinate your business valuation, plan design, and leadership transition strategy.

Rep/Contact Info

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Pat Clevenger
Co-Founder & Wealth Management Advisor
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Brittany Langley
Director of Operations
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James Noel
Co-Founder & Financial Advisor
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Tracey Randolph
Investment Operations Specialist