Retirement Income and Financial Management... we do it for you.

CONNECT

Address:

11100 Wayzata Blvd, Suite 405
Minnetonka, MN 55305

Phone:

952.277.4259
Toll Free: 800.626.7095

Fax/Other:

952.277.4301

Exit Planning

What is your business worth? Is there a market for selling it? Do you have a succession plan in place? A comprehensive plan will address your exit timeline, the proper value of your business and to whom you want to transfer your business.

 

Informal Business Valuation

  1. There are many instances when the value of business assets is needed, such as for funding buy-sell agreements, retirement planning and estate planning purposes. Whether you need to create a market for the sale of your business, understand how to distribute money to fund your retirement or provide your business tax protection in the event of your death, creating a solid financial plan for your business is important.
  2. View a sample business valuation
    1. https://secure02.principal.com/publicvsupply/GetFile?fm=BB9868SBVAL&ty=VOP&EXT=.VOP

 


 

Buy-sell review

  1. There are many instances when the value of business assets is needed, such as for funding buy-sell agreements, retirement planning and estate planning purposes. Whether you need to create a market for the sale of your business, understand how to distribute money to fund your retirement or provide your business tax protection in the event of your death, creating a solid financial plan for your business is important.
    1. https://secure02.principal.com/publicvsupply/GetFile?fm=BB9852&ty=VOP&EXT=.VOP
    2. Buy-Sell Review Sample
      1. https://secure02.principal.com/publicvsupply/GetFile?fm=BB9868SPRES&ty=VOP&EXT=.VOP
    3. Buy-Sell pitfalls
      1. https://secure02.principal.com/publicvsupply/GetFile?fm=JJ1769&ty=VOP&EXT=.VOP

 


Multi-Owner Buyout


One-Way Buy-Sell


 

Disability Buy-Sell

  1. We are able to show you how to supplement your life insurance buy-out policy with a policy that pays incase of a disability. 

 


 

ESOP (Employee Stock Ownership Plan)

  1. An Employee Stock Ownership Plan (ESOP) is a type of tax-qualified Defined Contribution retirement plan, in which employees have partial ownership of your business.
  2. Why sell to an ESOP
    1. https://secure02.principal.com/publicvsupply/GetFile?fm=PQ5374&ty=VOP&EXT=.VOP
  3. http://www.principal.com/retirement/biz/esopplan.htm
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck