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We coordinate our strategies with wealth –transfer objectives, as well as income and gift, generation-skipping, and estate tax planning. And provide financial modeling to help client explore the distinct benefits of three different types of transfer:
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Intra-Family
- Employee Buyout
- Sale to Outside Party
To help family –owned businesses prepare for a change in management, we assist with business plan development, and design performance standards that are tied to financial forecasts.
In determining the value of a privately held company, we offer our clients the benefits of our ongoing relationships with outside business appraisers. Specifically, we help determine funding requirements fro business continuation plans, we advise client about valuation discounting strategies, and review the impact of the plan on the company’s balance sheet.
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Copyright 2001, Capitol Financial Group, Inc. | All Rights Reserved | Contact Us
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"The Capitol Financial Group is knowledgeable, trustworthy and extremely easy to communicate with. I found them to always have our best interest in mind. They were very thorough, accurate and creative when designing both our company’s benefit packages and executive wealth transfer planning arrangements."
Bob Shaw, President
Allied Plywood Corporation, Inc. |
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