What Others Are Saying
Dyanne’s professionalism, expertise, responsiveness, and commitment to customizing our unique incentive/retention plan were essential to getting this program up and running. She ensured that all questions were answered accurately and in a timely fashion. She offered thorough communication and access for all of our participants. What I was most impressed with, and did not expect, was her level of engagement and helpfulness in the years following implementation of our Plan. Honestly, so many people “make the sale” and fall short of honoring the service aspect. Dyanne continues to offer guidance with year-end reporting, participant communications and even offers suggestions for improvements where she sees room. We certainly recognized her resource when we initiated our Plan, but never expected it to continue at the level it has.
The impact of Dyanne’s efforts has resulted in our key employees being more engaged and focused on financial results than ever before. In our last Annual Meeting, rather than resting on the previous year’s results, our Key Mangers asked, “How can we bust through next year’s goals set by the owners”? Talk about “music” to the owner’s ears!
Wholesale Distributor
Dyanne’s insight and professional guidance were extremely valuable in my desire to create a Key Employee Incentive/Retention Compensation Plan for a few key members of a new business organization. Dyanne brought forth valuable ideas/suggestions regarding plan design, which had not previously occurred to me.
Without her consultative guidance, I would have spent significantly more time on the plan and likely not enjoyed the results that I realized, thanks to Dyanne’s input.
IT-Software Company
First, let us thank you for your help and persistence in achieving our company goal of establishing a Key Employee Incentive/Retention Plan.
You brought tremendous knowledge to the table. And were able to explain the various plan designs, advantages/disadvantages of each and their tax implication for the company and key participants. This helped us choose/implement the optimum plan for the company.
We also appreciated your open discussions and coordination with our tax and legal advisers, without which we likely would not have reached our goal. You also spent the necessary time with us as owners and our key managers for all to become comfortable with our chosen plan.
Your persistence and patience throughout this process was very much appreciated by all.
Commercial Electrical Contractor
Over the last several years we have consulted with Dyanne Ross-Hanson, at Exit Planning Strategies, on issues of business ownership transition, key person insurance, executive benefits planning and personal retirement planning. I have found Dyanne to be extremely easy to work with.
Her knowledge and experience has been critical in establishing sound and viable business and personal decisions. She continues to work with our management team as well as our legal counsel, and brings value to the activities that she is involved in. Please feel free to contact me as a personal and professional reference for Dyanne.
Manufacturer