Maximize the
Value of Your Business
Unlocking the fair market value of a closely-held company is often the single most important financial event in the lifetime of a business owner and his family. And having an up-to-date, tax efficient and properly funded business succession plan may be the most essential ingredient for the survival of a firm that has lost a shareholder and/or a key person due to retirement, death or disability.
Keys to Unlocking Value
All businesses, from the two partner law firm to the family-owned car dealership and public biotech company need to develop, implement and monitor a coordinated strategy which incorporates one or more of the following elements of a successful plan:
- Current buy / sell agreement
- Tax and cost efficient funding
- Up-to-date business valuation
- Keyperson life & disability insurance
- Coordinated estate and gift plans
WorthSuccession works closely with clients and their advisors to assure that each business, the shareholders and their families are beneficiaries of planning by design, not default.
To learn more about how we help our clients unlock the value of a business enterprise and assure its long term continuity, please call Mike Eagan at 781.930.4791 or email michael.eagan@worthpartners.com.
Case Study
The Retiring Senior
Partner
A strategic exit and succession plan is essential to establish a smooth transition for both partner and company alike.