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Apr
14
Taxes and Selling a Business (November 12th, 2013)
People hire financial advisors for their wide breadth of knowledge. Very often, advisors can find obscure provisions that could be perfect for you. The collective expertise on my team, for example, helped save a business owner $400,000 in taxes and still guarantee a lifetime income. I recently met with a prospective client who wanted to sell her truck tire distribution business. Her three main concerns were avoiding tax on the sale, preserving a lifetime stream of income and making sure her employees retain their jobs going forward. With the help of our expert team, including a wealth manager, accountant, business attorney, business appraisal expert and a business broker, we concluded that the owner could meet her three objectives using two...
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Thompson Wealth Advisors
Scott Thompson, CSRP
Business & Estate Consultant
704-878-6112

scott@thompsonwealthadvisors.com

 

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