FUTURE PLANNING AND SUCCESSION 

What it is: This service focuses on securing the company's financial future, especially the transition of ownership. We help integrate personal and corporate financial goals, often involving corporate-owned life insurance as a tax-efficient tool for estate planning.

How we help: We work with you and your legal/tax team to design a clear, tax-optimized exit strategy. This includes strategies to maximize the lifetime Capital Gains Exemption, structuring buy-sell agreements, and using life insurance to fund a share purchase upon the death of an owner, ensuring a smooth, fair transfer of value and minimizing tax liability for the business and the departing owner's estate.

MESSAGE OR CALL OUR TEAM OF EXPERIENCED ADVISORS FOR MORE INFORMATION

rob@robtizzard.com

709-341-7775