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As your business matures and considerations turn to leveraging your base for either the next round of growth initiatives or retirement, a sound business plan is critical. Issues such as corporate restructuring, employee retirement plans, profit sharing, key person insurance, buy-sell arrangements, business succession and more can make or break the soundest of business foundations.
Liquidation
When a principal shareholder of a business liquidates his or her position or dies, the estate of that shareholder as well as the business itself can be exposed to devastating tax consequences. Without a well designed and soundly built transition shelter, the cumulative effort of your personal and business gains can be lost.
Attracting employees
For businesses, a well-designed retirement plan can attract and retain desirable employees. We work with employers and plan administrators in designing retirement plans which benefit both owners and employees. Whether trustee or self-directed, we design investment plans which are both diverse and fiduciary responsible. Because The Telge Companies offers a multitude of planning services, we have the capability to integrate retirement planning, both for owners and employees, into your comprehensive financial plan.
Scalable Tools
We apply leading-edge financial concepts with scalable tools to create solutions that minimize capital gain exposure, maximize transferable value of the business and protect the business from the unexpected death of a principal. Our experience in counseling business owners to preserve and protect their personal family wealth gives us the unique perspective to blend business objectives with the retirement and estate planning needs of the company's principal(s).
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