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
- 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.
- View a sample business valuation
Buy-sell review
- 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.
Multi-Owner Buyout
One-Way Buy-Sell
Disability Buy-Sell
- 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)
- 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.
- Why sell to an ESOP
- http://www.principal.com/retirement/biz/esopplan.htm