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Benefits to the Owner

  • Clarify objectives

  • Prioritize objectives

  • Control process

  • Shifting wealth to children

  • Reward key employees

  • Receive full value for business

  • Take business to next level

  • Maintain ownership indefinitely
 

 

Exit Planning involves answering "Yes" to seven questions:

1. Do you know your exact retirement goals and what it will take—in cash—to reach them?
2. Do you know how much your business is worth today, in cash?
3. Do you know the best ways to maximize the income stream generated by your ownership interest?
4. Do you know how to sell your business to a third party and pay the least possible taxes?
5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?
6. Do you have a continuity plan for your business if the unexpected happens to you?
7. Do you have a plan to secure financial independence for your family if the unexpected happens to you?

 
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Investment Advisory Services offered through Investment Advisor Representatives of NFPSI.
The Ganim Group, Inc. is a member of PartnersFinancial, an affiliate of NFPSI.
The Ganim Group, Inc. and NFPSI are not affiliated.

NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

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