BUSINESS EXIT STRATEGIES OVERVIEW
Use other people’s money to start with 15-25 times more funds than a traditional retirement plan without costing anymore and while simultaneously providing superior exit strategies not found elsewhere.
It is estimated that up to 75% (approximately 11 million) of small companies in the U.S. will be "for sale" over the next 5 to 10 years. Yet, 87% of all business owners do not have an exit plan. Most are relying on the sale of their business to support retirement. This is a critical mistake for a number of very valid reasons.
Here is a very strategic plan which offers various and exclusive solutions such as helping a third party buyer purchase the business where they might not otherwise have been able to do so; or possibly saving substantially on taxes when selling or transferring the business. Here you have the potential to dramatically increase the value of the business upon its sale as well as an accelerated sales cycle.
Start with 15-25 times More Retirement Funds!
This also is an unparalleled, accelerated retirement alternative where business owners start with 15-25 times more funds than a traditional retirement plan at the same annual expense. This makes future funds work today and not only escalates retirement income, but radically perpetuates compounding wealth accumulation.
Superior Tax Benefits
As a business owner, one can experience all the following powerful tax advantages:
• Tax deductions on the front-end (in over 96% of cases)
• Tax free growth
• Tax free distributions
We always “require” the client’s CPA or tax planner’s involvement. This plan has been approved by hundreds and hundreds of CPAs and tax planners over the last 18-20 years. Where else can you find such tax leverage?
Business Benefits
• Accelerated wealth accumulation
• Buy-sell and key-man agreements
• Private banking
• Pay off liabilities
• Loans to the business
• Income in the event of disability
• Retirement income
• Survivorship income
• Generational transfers
• Estate planning & wealth transfer
Unlike 401(k)s (or other Qualified retirement plans) these plans have:
• No requirements to include other employees
• No contribution limits
• No market losses “ever” (only upside market growth potential)
• No government restrictions or penalties - even for withdrawals before age 59½
• And they always substantially outperform 401k, SEP, Defined Benefits, Profit Sharing, and other qualified plans
Note: Business owners can convert their existing 401(k) or Qualified funds into tax free growth and distributions.
Considering that we are also a corporate lender, there is the additional benefit that we will be able to provide financing for the buyer when it’s time to sell the business.
Use other people’s money to start with 15-25 times more funds than a traditional retirement plan without costing anymore and while simultaneously providing superior exit strategies not found elsewhere.
It is estimated that up to 75% (approximately 11 million) of small companies in the U.S. will be "for sale" over the next 5 to 10 years. Yet, 87% of all business owners do not have an exit plan. Most are relying on the sale of their business to support retirement. This is a critical mistake for a number of very valid reasons.
Here is a very strategic plan which offers various and exclusive solutions such as helping a third party buyer purchase the business where they might not otherwise have been able to do so; or possibly saving substantially on taxes when selling or transferring the business. Here you have the potential to dramatically increase the value of the business upon its sale as well as an accelerated sales cycle.
Start with 15-25 times More Retirement Funds!
This also is an unparalleled, accelerated retirement alternative where business owners start with 15-25 times more funds than a traditional retirement plan at the same annual expense. This makes future funds work today and not only escalates retirement income, but radically perpetuates compounding wealth accumulation.
Superior Tax Benefits
As a business owner, one can experience all the following powerful tax advantages:
• Tax deductions on the front-end (in over 96% of cases)
• Tax free growth
• Tax free distributions
We always “require” the client’s CPA or tax planner’s involvement. This plan has been approved by hundreds and hundreds of CPAs and tax planners over the last 18-20 years. Where else can you find such tax leverage?
Business Benefits
• Accelerated wealth accumulation
• Buy-sell and key-man agreements
• Private banking
• Pay off liabilities
• Loans to the business
• Income in the event of disability
• Retirement income
• Survivorship income
• Generational transfers
• Estate planning & wealth transfer
Unlike 401(k)s (or other Qualified retirement plans) these plans have:
• No requirements to include other employees
• No contribution limits
• No market losses “ever” (only upside market growth potential)
• No government restrictions or penalties - even for withdrawals before age 59½
• And they always substantially outperform 401k, SEP, Defined Benefits, Profit Sharing, and other qualified plans
Note: Business owners can convert their existing 401(k) or Qualified funds into tax free growth and distributions.
Considering that we are also a corporate lender, there is the additional benefit that we will be able to provide financing for the buyer when it’s time to sell the business.