Exit Tax Solutions
Doug McClure, CEO of Global Investment Strategies, offered a simple observation about the role of Life Insurance products within a business.
“Nothing operates in a vacuum. Life Insurance products are a critical part of any company’s financial planning and asset management strategies. However, the strength of these products is either amplified or diminished by the overall strength of the business and their plans.”
we offer several business services that deal with the more holistic aspects of business success.
BUSINESS REVIEW SERVICES
This service provides a detailed review of the type and structure of the business. It provides an analysis revolving around operations of the business as it relates to the value that can be expected for liquidity purposes in a buy out or succession plan.
Funding Sources For Buyout
If funding is needed to pay the business owner for transfer, our banking sources can provide the liquidity to the new owner.
Planning providing a path and value transfer of the business to family, key group of employees, or outside persons or entities.
Business Evaluation Services
Analysis services providing a value of a owners business for purposes of buy sell or succession planning. This independent service provides business value based upon the 5 most commonly used metrics.
ESOP (Employee Stock Ownership Plan)
- The development of an ESOP creates an immediate market for the owner’s stock, and a buyer for the owner’s business.
- An ESOP locks in the value of the stock sold at the sale price, eliminating future valuation reductions due to ever changing business and regulatory factors.
- The owner can transition the business to the employees over time if desired, thus staying actively involved in the high level strategic decisions of the business.
3661 N Campbell Ave, Suite 210, Tucson, AZ 85719