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With this plan, we look at the special needs of business owners related to buy/sell issues in the event of death or disability of an owner or key personnel; analyzing the proper ownership of insurance products to provide the appropriate funding of buy/sell agreements; planning for the most tax efficient sale or purchase of a business tax efficient sale or purchase of a business.

We custom-design retirement exit strategies, protecting and building client wealth while reducing taxes.

A comprehensive seven step process with custom designed retirement exit strategies, that includes financial, estate, tax and business succession plans, which allows the business owner to exit the business in style, retaining maximum wealth, leaving nothing behind but the stress. This process allows business owners to avoid the six planning mistakes that can kill a business:

  • Mistake #1 – “I know what my business is worth.”
  • Mistake #2 – “I’m too busy running the company.”
  • Mistake #3 – “That’ll never happen to me.”
  • Mistake #4 – “There’s plenty of time for that.”
  • Mistake #5 – “My business is my retirement.”
  • Mistake #6 – “You can’t beat Uncle Sam.”

These services are provided by our affiliate firm, Strategic Wealth Accumulation Team, LLC (SWAT).

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