Baby boomer business owners need you now more than ever. Many are rapidly approaching retirement without an exit strategy and with the vast majority of their wealth tied up in their business. Those planning to sell in order to fund retirement and diversify, face potentially huge tax increases in 2013 that could wipe out a significant portion of the proceeds.

An Employee Stock Ownership Plan provides a tax advantaged way for business owners to transition out of the business. ESOPs can unlock millions of dollars in previously unavailable assets which presents a tremendous opportunity for you to demonstrate your value to high net worth clients and grow your business.  

The situation

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.