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- Business review and plans
- Transfer of the Business within the Family
- Estate freezing technique - Total or partial
- Family control issues after an estate freeze
- The use of family partnership arrangements
tax considerations
- Tax deferral on death
- Family trusts
- Transfer of the Business outside the Family
- Financing the buy-out of the founder
- Maintaining control by the founder
- Planning for retirement of the founder
- Using the founder to maintain business contacts
- Contracting with the founder for office, support, salary, perks
- “Managing:” the intrusive retired founder
- Transfer of the Business to existing Management/Employees
- Divisive Reorganizations of the Business within and outside the Family
- Division of the business in separate autonomous parts
- Separation of the operating business from the ownership of real estate
- Butterfly division between parent and child vs. division among siblings
- Advise and support on Structure - Agreements; Buy out - Shotgun provisions; Death and Disability
Phone calls are free. So if we can be of assistance to you in any regard, please do not hesitate to contact us.
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