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Multigenerational Values Based Wealth
Succession Planning

 



 

Business Succession Planning
The Business Transition Process

 


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Common Problems Facing Entrepreneurs:

  • No plan for passing the business
  • Control vs. ownership; when to pass control
  • Over-concentration of assets creating liquidity and diversification problems
  • No catastrophe contingency plan to handle the “Red Beer Truck” event to the owner or key management
  • Attracting, retaining and rewarding key executives to build a strong management team
  • Estate tax issues; step up in basis/installment sale; need for liquidity
  • Retirement
  • The role of estate planning in the succession plan
  • Family involvement
  • What role does the spouse play? If the owner is gone, how is the spouse paid?
  • Non-operating children; treating them all equally

 

 

  

BCI Benefit Concepts Inc.
5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111
Telephone: (303) 740-8001 | info@benconinc.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclaimer
Benefit Concepts, Inc. and their agents are presently licensed to sell traditional life insurance in AZ, CA (#0638282, #0793080),
CO, CT, DE, FL, GA, ID, IA, IL, KS, LA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA & WI.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.Proper state registration is mandatory prior to conducting business in any state.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc.,a registered broker dealer and Investment Advisor, member NASD / SIPC.
Benefit Concepts, Inc. is owned and operated independently from M Holdings Securities, Inc.

Benefit Concepts, Inc. is a member of M Financial Group.Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.