Reading Time: 5 minutesGifting a company is often used for estate and exit planning. This exit strategy involves the transfer of ownership of a company to another party (often a family member or key employee) without the business owner expecting or receiving financial Read more…
Tag: Estate Planning
Reading Time: 4 minutesWealth Managers play a key role in the exit planning process by offering critical financial advice and strategic planning expertise to ensure a smooth, financially sound retirement plan for business owners. According to Complete Financial Wealth’s CEO, Bob Weissbein, CWS Read more…
Reading Time: 2 minutesThe Price of Business Digital Network has a new series of outstanding commentaries from thought leaders. This is one in that series. Chris Marino Chris Marino, Toropoint’s Senior Managing Director, gives insightful information in the realm of thoughtful estate planning, and Read more…
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