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Suncrest Advisors

Suncrest Advisors

Financial Advisors in Salt Lake City, UT

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  • About
    • What Makes Us Different
    • Boyce F. Lowery
    • Kent W. Binning
  • Who We Help
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  • Business Valuator

Who We Help

We specialize in serving successful business owners, executives, and professionals. Each one of our clients has worked hard in their career to get to where they are today and are looking for our help to take them to the next level through comprehensive planning, addressing issues such as:

  • Growing their business
  • Safely growing and protecting their assets
  • Minimizing taxes
  • Attracting and retaining key employees
  • Having a succession plan in place that protects the business, its employees and the family of the owner(s)
  • Planning their timely exit from their current business in a tax-efficient manner
  • Efficiently transferring their wealth to the next generation

Our firm revolves around serving these needs and many others which is why we offer such a diverse range of services.  We offer expertise from the simplest to most sophisticated life insurance and estate planning to key man insurance, deferred compensation and tax efficiently funding and structuring buy-sell agreements and so much more.

For instance, those companies with an ESOP in place have a fiduciary obligation to have funds for ESOP Repurchase Obligations.  The prior owners and the ESOP Trustee will likely want to insure outstanding seller notes and funds will need to be available to make payment for any outstanding Warrants when they are exercised.

In addition to the services and expertise we offer, our overarching goal is to provide peace of mind that the areas of planning we’ve addressed are top of class in terms of advice and eventual result.

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Disclosures

Please review our Privacy Policy.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Kent Binning is a Registered Investment Advisor with and advisory services are offered through TownSquare Capital, LLC, an SEC Registered Investment Advisor.

The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. TownSquare is not affiliated with any other named entity.

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