Wealth Preservation Solutions
Business Succession Planning Services |
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| Business Owner Planning |
| Business succession planning, which covers: |
- Identifying the issues surrounding the development of the next generation of management, regardless of whether you plan to sell or keep the business in the family
- Deciding when and how to transfer your business
- Minimizing the impact of taxes so your family, your company and your employees are not at risk
- Executive compensation planning
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| Business Succession Planning Process |
| Step 1 |
Confidential Fact Finder Phase |
- Information Gathering Kit
- Preliminary Objectives
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| Step 2 |
Candid Snapshot |
- A picture of your current situation
- The Observations / Issues / Problems
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| Step 3 |
Design Phase |
- Confirm Objectives
- Analysis of Tools & Techniques
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| Step 4 |
Wealth Preservation Blueprint |
- The Architectural Plan
- Select Final Strategies
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| Step 5 |
Wealth Preservation Strategies |
- Asset Deployment
- Meet with Attorney
- Set Timetable for Implementation
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| Step 6 |
Implementation Phase |
- Execute Legal Documents
- Implement Financial Strategies
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| Step 7 |
The Finished Plan Binder |
- All the Documents in One Place
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| Step 8 |
Keeping the Plan on Track |
- Periodic Reviews
- Changes in Tax Law
- Changes in your Situation
- Decisions on Additional Techniques
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