Endurance of Your Personal Wealth 

   Keep in mind that we would already be working with you to enhance transferrable business value (under "Business"), but when it comes to your own wealth, we would also be focusing on steps to increase the AFTER-TAX proceeds that you or your heirs would realize from a transfer of ownership.  Advanced actions you take now can have a significant influence on how much of the eventual proceeds are lost to taxes. 

  Ensuring sustainability of business may also be critical to achieving those proceeds.  In more cases than not, your final payout will be dependent on future earnings from the business...even after its transfer.

Considerations of Selling Company to a Third Party

  Quantifying and Maximizing Potential Benefits. and

  Qualifying Potential Tradeoffs of This Approach.

Considerations of Transferring Ownership to Insiders

  Quantifying and Maximizing Benefits of the Options to...
  Sell, gift, or bonus to family, key employees or all employees.

Business Continuity

  Coordinating planning with lifetime objectives,

  Ensuring mechanisms are in place to provide continuity whether or not the owner is alive at time of the transfer.