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Strategies for Closely-Held Businesses
Capitalism and entrepreneurism are American bedrock principles. At every stage of a business, there are strategies to help protect the owner’s investment and to enhance the firm’s growth. For example:
  • Business continuation (buy-sell) includes normal sale, owner’s death and/or disability, and the effects of divorce. 
  • Key-person planning indemnifies a firm against the death or disability of a “rainmaker” or to incentivize that person to remain with the company. 
  • Estate and legacy planning acknowledges that one’s company is probably their most valuable asset; as such, it should be arranged to best serve the owner now and heirs later.
  • Benefits planning is crucial to attract and retain high-quality employees. Group medical, disability, and life insurance can be powerful “golden handcuffs”.
  • Qualified Retirement plans can be very specialized and regulated; they require special expertise.


 
 
 Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Robson Financial Legacies, LLC and Securities America are separate entities.

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