Buy & Sell Conversion | Creative Tax-Efficient Strategies

Who- For any business owner who wants to be able to monetize their business (without dying)

What- Most business owners have a business continuity plan for if they die, but how are they going to monetize their business if they don’t die? We take your existing coverage to fund a supplemental retirement benefit for you and your partners.

How? Mark breaks it down in less than 2 minutes. For more information or to learn more about how you can implement any of our strategies for your business, just give us a call at 716-855-1600, email Mark at [email protected], or fill out the contact form below!

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