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Business Continuation

• What would happen to your business if you died?
• What would your spouse do with your business?
• How would your family get money out of your business?
• How can you discount the amount of federal estate taxes your heirs will have to pay?
• Who would buy the business? Would they offer a fair price?

 Plan Now For Your Business' Future

It's not surprising that a business represents a major portion of an owner's assets - assets which can be used for self protection in the event of disability or death, and for business protection. But what is surprising is that so many business owners don't set up financial plans to make the most of these assets. Without proper planning, in the end these funds could be passed to the IRS instead of your heirs. Don't take this chance, consider these options:

INSURED STOCK PURCHASE PLAN

A funded buy-sell agreement designed to allow the stockholders of a business to purchase from a deceased stockholder's heirs shares of stock at a pre-determined price.

SECTION 303 PARTIAL STOCK REDEMPTION PLAN

Estate settlement costs are paid using cash from the partial redemption of some stock. 

DISABILITY BUY-OUT PLAN

An agreement in which a disabled co-owner of a business is given a fair price for the portion of the business owned using money provided by an insurance policy.

To learn more about business planning, please complete the information request in our Guestbook.