For a Founder, wealth transfers involving the business stocks is almost as challenging and emotional, as selling. This is especially true when Founder and family have no idea of trade offs between liquidity and legacy. Those charged with managing the business stock in trust, often lack the right knowledge or skills. This is where we help administrators and advisors to preserve principal and generate higher revenues.

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Founder
Owned
Business
What Does the Day After a Transfer of
Business Stock in Trusts Look Like for
Founder & Family?
Post Transaction(Transfer) Issues
Added Decision Makers, Legal Entities & Complexity
Recommendations to diversify the business stock
Stock is held passively
Potential for disputes or conflicts
What Is Transferred?
Business stock?
Control shares?
Partnerships Interests?
Founder, Family & Advisors
Familiar cash flow
Founder, family, trustee, advisors and administrative views
Trust administration and tax savings focus
Tracking of business is EBITDA. Performance. Not how.