Established Business



  • Business succesion and exit planning
  • Minimizing taxation on the business
  • Leave legacies to families and institutions
  • Sufficient retirement income
  • Management of business
  • What to do with yourself after you sell


Risks affecting the family and business


  • death of owner of shareholder
  • accident and or illness affecting shareholder
  • death of key employee
  • insufficient cash to fund retirement
  • Staying too long in the business


Solutions to consider:


  • Make a transition plan
  • Move money out of the operating company
  • Life insurance
  • Long term care insurance



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