Business exit planning
After a letter of intent is signed, the structure (asset or stock) and the price allocation are largely fixed.
See how it works →Tax on a business sale
At top federal rates, $1,000,000 of gain loses $210,000 to the 21% corporate tax and $188,020 more (23.8% of the remaining $790,000) when it is paid out, about $398,000 in total, versus $238,000 in a stock sale.
See how it works →Family business succession
Family business succession is the planned handoff of ownership, control and income to the next generation.
See how it works →Investing sale proceeds
The tax reserve for the sale is set aside first, then the rest is phased into the portfolio over 6 to 12 months.
See how it works →Cash balance plans
An enrolled actuary prices the owner's pay credit and the staff credits.
See how it works →Estate planning for owners
See how basis and earn-outs affect what heirs keep. Request a review.
See how it works →