Business Planning Financial Presentation sample

Presented by

Sa

Your name inserted

Your financial company, Inc.

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e

Business Planning For Your Company

Succession Transfer

Sa

Incentive Retention

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Continuity Plans

Loan Cancellation

e

CEO Retirement Estate Planning

Which is MOST IMPORTANT ?

Sa

Measure your business market value

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Fund succession plans

Arrange loan cancellation

e

Reduce estate taxes

Transfer to family members Fund CEO retirement

Sa

Debt Related Dangers

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Are there business loans?

Has CEO & spouse signed loan agreements?

e

Are these loans insured to avoid them being called?

Options & Provisions

Sa

Financial independence for family members

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Successor ownership Completion funding

e

Future participants – employees or family Estate equalization plan