Succession Planning

Most business owners rely on the sale of their business to retire or have dreams of passing the business down to their children. But how do you plan for the business not selling or paying the huge tax bill on the transfer to your children?

By earmarking a portion of the company profits we build mid to long term liquidity within a tax preferred environment while creating a nest egg for the business. This strategy ensures funds remain should a sale take longer than expected or to reduce the tax burden when passing the business to your children.

Succession planning is accomplished through Elementus’ specialized team of Private Wealth and Estate Specialists and the creative use of permanent life insurance.