Business Transfer & Retention Strategies

There are many issues to consider upon disposition of a business. To help our clients meet their goals, we have worked with them and their other advisors to develop strategies that consider the many aspects of transferring or retaining a business, including:

  • Lifetime gifting of business assets to family members to reduce the taxable estate.
  • Orderly transfer of business assets to children and grandchildren upon the death of the client.
  • Equalization of inheritance for children not active in the business.
  • Development of an executive team capable of transitioning the business to the younger generation while they gain
    valuable experience.
  • Improvement of buy-sell agreement terms, effectiveness
    and funding.
  • Establishment of business structures that protect owners from liability.
  • Utilization of sophisticated life insurance products and services to fund business transfer liabilities, thus protecting and fostering the company and its shareholders.

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017. Phone: 610-865-2600.

Copyright 2008 Molewski Financial Partners

Proper state registration is mandatory prior to conducting business in any state.

Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CT, DE, FL, IL, MA, MD, NH, NJ, NY, PA, AND VA. Residents of other states should consult with a local registered representative for securities products.

Molewski Financial Partners is presently licensed to sell traditional life insurance in PA, NJ, FL, NY and CA (Michael D. Molewski, California license number 0826974). Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.