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Financial Planning Resources

Business owner and manager at a whiteboard in a Tucson office at dusk, seen from behind.

How Phantom Shares Work in a Private Company

Quick Answer: Phantom shares give a key employee the financial value of ownership…

25 SepBusiness Transition
Global Investment Strategies®
Two co-owners opening the roll-up door of their family-owned shop in Tucson, Arizona at sunrise.

How a Cross-Purchase Buy-Sell Agreement Works for Arizona Business Owners

Quick Answer: In a cross-purchase buy-sell agreement, each owner holds a life insurance…

17 SepBusiness Transition
Global Investment Strategies®
A set of keys resting on a workbench in a machine shop, the moment ownership of a Tucson business changes hands.

What a Section 1042 Rollover Does for an ESOP Seller

Quick Answer: A Section 1042 rollover lets an owner who sells C corporation…

4 SepBusiness Transition
Global Investment Strategies®
An owner signing a buy-sell agreement.

What Is a Buy-Sell Agreement

Quick Answer: A buy-sell agreement is a contract between business owners that decides…

17 AugBusiness Transition
Global Investment Strategies®
A Tucson business owner and his key operations manager reviewing work together in an equipment yard.

How a Section 162 Executive Bonus Plan Uses Life Insurance

Quick Answer: Your company pays a bonus that funds a permanent life insurance…

14 AugBusiness Transition
Global Investment Strategies®
Business Exit

A Guide to Exit Planning for Business Owners

Quick Answer: Exit planning for business owners is the multi-year process of preparing…

11 AugBusiness Transition
Global Investment Strategies®
A CEO reviewing ESOP policies

The ESOP Repurchase Obligation

Quick Answer: An ESOP repurchase obligation is your company’s promise to buy back…

11 AugBusiness Transition
Global Investment Strategies®
convert business equity into retirement income

Retirement Planning for Business Owners Who Are Not Ready to Sell Yet

Quick Answer: To convert business equity into retirement income, you need a multi-year…

1 AugBusiness Transition
Global Investment Strategies®
separating real estate from your business

Separating Real Estate From Your Business: What Tucson Owners Should Know

Quick Answer: Separating real estate from your business puts the property in its…

22 JulBusiness Transition
Global Investment Strategies®