COMPLEX BUSINESS AND EXIT PLANNING
Let's Succeed Together
Let's Succeed Together
RISK MANAGEMENT
• Risk Analysis
• Insurance Inventory
• Executive Summary w/ Objectives
• Liquidity Planning
• Financial Position Review
• Insurance planning
• Entity Structure
• Buy/Sell Agreement Funding
• Cash Flow Analysis
• Key Info & Legal Inventory plus
Coordination with Outside
Professionals (accountant, attorney)
• Continuation Planning
• Access to Advanced Markets
Consultant
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KEY OBJECTIVES & GROWTH PLANNING
• Qualitative & Quantitative Goal Planning
• Board of Advisors
• Goal Planning
• Written Road Map w/ Action Plans
• Business Value/Sale Strategies
• Liquidity & Bonding Strategies
• Board of Advisors Creation
• Social Security Strategies
• Employee Stock Option Plans
• Deferred Compensation Plans
• Capital & Debt Management
• Benefits Package Review
Let's Succeed Together
LEGACY PLANNING
• Estate Planning
• Charitable Gift Planning
• Estate Transition Planning
Let's Succeed Together
TAX PLANNING
• Adjusted Gross Income Tax Strategies
• Income Tax Planning
• Coordination with Tax Professionals
• Cost Basis Planning
• Business Transfer of Value Tax Strategy
• Tax Mitigation Strategies
Let's Succeed Together
EXIT STRATEGY PLAN
• Written Exit Strategy
• Succession Plan
• Buy Out Strategy
GROW
YOUR VISION
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