BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise Email Format

Financial ServicesFlorida, United States2-10 Employees

Overview
➤ 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝘆: 𝖦𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇𝖺𝗅 𝖡𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝖳𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇.
𝖮𝗎𝗋 𝖼𝗅𝗂𝖾𝗇𝗍'𝗌 𝖼𝗈𝗇𝗌𝗍𝗋𝗎𝖼𝗍𝗂𝗈𝗇 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝗁𝖺𝖽 𝗋𝖾𝖺𝖼𝗁𝖾𝖽 𝗍𝗁𝖾 𝖾𝗇𝖽 𝗈𝖿 𝗂𝗍𝗌 𝗌𝖾𝖼𝗈𝗇𝖽 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗈𝗐𝗇𝖾𝗋 𝗐𝖺𝗌 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝖾𝖽 𝗂𝗇 𝖿𝗂𝗇𝖽𝗂𝗇𝗀 𝖺 𝗏𝗂𝖺𝖻𝗅𝖾 𝗆𝖾𝗍𝗁𝗈𝖽 𝗍𝗈 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇 𝖺𝗌𝗌𝖾𝗍𝗌 𝖺𝗇𝖽 𝗋𝖾𝗅𝖺𝗍𝗂𝗈𝗇𝗌𝗁𝗂𝗉𝗌 𝗍𝗈 𝗍𝗁𝖾 𝗍𝗁𝗂𝗋𝖽 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇. 𝖢𝗈𝗆𝗉𝗅𝗂𝖼𝖺𝗍𝗂𝗇𝗀 𝗍𝗁𝖾 𝗂𝗌𝗌𝗎𝖾𝗌, 𝗐𝖺𝗌 𝗍𝗁𝖾 𝖼𝗈𝗇𝗌𝗂𝖽𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝗈𝖿 𝖤𝗌𝗍𝖺𝗍𝖾 𝗍𝖺𝗑 𝖺𝗇𝖽 𝗁𝗈𝗐 𝗍𝗁𝗂𝗌 𝗐𝗈𝗎𝗅𝖽 𝗂𝗆𝗉𝖺𝖼𝗍 𝖺𝗇𝗒 𝗀𝗂𝖿𝗍𝗌 𝗐𝗂𝗍𝗁𝗂𝗇 𝗍𝗁𝖾 𝖿𝖺𝗆𝗂𝗅𝗒 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾.

➤𝗢𝘂𝗿 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆:
Utilizing nonqualified deferred compensation plans, we retained and incentivized all key employees ensuring future business continuity. Through our business partners, we established a new partner entity and transferred essential assets and contracts in a tax-efficient manner avoiding the traditional buy-sell agreement structure,

➤𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗹𝗶𝗲𝗻𝘁:
The client was successfully able to transition family business to the third generation in a seamless and efficient manner without incurring costly Estate tax.

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