CONNECT

Address:

100B Danbury Road, Suite 203B
Ridgefield, CT 06877

Phone:

(203) 403-3804

Fax/Other:

(203) 403-3839

Closely-held Business Planning

When people think “Closely-Held Business Planning”, here’s what we’re thinking:

We’ve rarely met a small business owner who doesn’t think his firm is worth a boatload of money. Yet, when asked how he’ll realize the equity in his enterprise, there is no actionable plan. Wondering how to transfer value from the business to yourself and family? Consider a tax-free subsidiary aka “qualified plan”. Have the best vehicle designed for your special circumstances to help you capture value on a tax-favored basis.
We’ll explain what works and what doesn’t.

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Check the background of this financial professional on FINRA's BrokerCheck