August 28, 2008      
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Keeping The Family Business In The Family

Stabilizing and maximizing the value of a business is the focus of this commentary. It is designed to help a client retain control of a closely-held business and assure the value of the business will be available to provide personal financial security.

It asks - and answers - twelve key questions that should be considered by every business owner:

    1. "What’s the problem?"
    2. "Is a family-owned business safe?"
    3. "Why can’t the problem be solved by leaving the business to the proper parties
      in a will?"
    4. "What happens at a shareholder’s death or disability?"
    5. "What are the specific problems and objectives of heirs?"
    6. "How will the IRS value a business for federal estate tax purposes?"
    7. "What are the problems faced by surviving shareholders when another shareholder dies or becomes permanently disabled?"
    8. "What are the odds that death or disability could occur?"
    9. "What’s the solution to these problems?"
    10. "How is a buy-sell agreement funded - and is there a perfect funding mechanism?"
    11. "What are the various funding mechanisms?"
    12. "Where does the IRS come into the picture?"
Buy Online
Keeping The Family Business In The Family (package of 100) $70 plus s/h

Call 610 924 0515 (to place a phone order)

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