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
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