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Closely-held Business Planning

When people say “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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