Presented by
Sa
Your name inserted
Your financial company, Inc.
pl m
e
Business Planning For Your Company
Succession Transfer
Sa
Incentive Retention
pl m
Continuity Plans
Loan Cancellation
e
CEO Retirement Estate Planning
Which is MOST IMPORTANT ?
Sa
Measure your business market value
pl m
Fund succession plans
Arrange loan cancellation
e
Reduce estate taxes
Transfer to family members Fund CEO retirement
Sa
Debt Related Dangers
pl m
Are there business loans?
Has CEO & spouse signed loan agreements?
e
Are these loans insured to avoid them being called?
Options & Provisions
Sa
Financial independence for family members
pl m
Successor ownership Completion funding
e
Future participants – employees or family Estate equalization plan