Building a Legacy That Lasts BLOG
Your business is more than numbers on a balance sheet. It’s years of hard work, sacrifice, and the foundation of your family’s future.
If you’re planning to transition out of your business in the next decade through a sale, Third party buyer, employee buyout, Employee Share Trust or family succession, how you exit matters. The right strategy ensures your legacy continues, protects your wealth, and secures your loved ones.
Explore practical insights, proven strategies, and meaningful ways to make your next chapter as impactful as the one you built. Because true success isn’t just what you leave behind, it’s who you leave it for.
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13 Jaw-Dropping Statistics About Selling Your Business That Will Shock You
Strategize your business exit: 80% unsold, 30% family survival, 20-50% price boost, 80% lack plans, 75% exit in 10 years, 70% wealth tied, minimize stress with plans. #ExitPlanning
Guaranteed Returns and Peace of Mind: Exploring Insured Retirement Plans
Unlock a prosperous retirement with Insured Retirement Plans (IRPs). Discover their benefits, tax advantages, and why they're a game-changer for secure, tax-efficient retirement income. Learn how IRPs offer peace of mind and legacy planning opportunities. #RetirementPlanning #IRP #FinancialFreedom
Guiding Light: 5 Powerful Ways Estate Planning Provides Financial Security
Discover the transformative power of comprehensive estate planning. Safeguard your future, protect your legacy, and ensure financial security for your loved ones. Don't leave anything to chance. Embrace the peace of mind that comes with effective estate planning. Start planning today! #EstatePlanning #FinancialSecurity #LegacyProtection
Laughing All the Way to the Grave: Idiot-Proofing Business Succession and Estate Planning
Secure your financial future and leave a lasting legacy with business succession and estate planning. Factor in taxes, expenses, and dreams for your fortune. Minimize uncertainty and create a proper estate plan. Discover the elusive "never-spend money" and unleash your philanthropic potential. Embrace the journey with humor and guidance. Take charge, secure your legacy, and enjoy the ride of financial success.
"Maximizing Your Business Sale: How to Sell Smart and Keep More in Your Pocket"
Discover strategies for maximizing the value of your business sale beyond the sale price. Explore the benefits of the Lifetime Capital Gains Exemption (LCGE), set up a pension for the business owner, consider a Retirement Compensation Arrangement (RCA), and explore philanthropy options. By planning ahead and making informed decisions, you can retain more for yourself and your family after the sale.