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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. Equally
important is the choice of plan investment vehicles. 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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