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Capital Strategies, Inc. Services
Business Succession Planning
Financial Planning
Estate Liquidity
& Survivor Income
Business Succession
Retirement Plan
Education Planning,
529 Plans and
Other Vehicles
Employee Benefit
Plan Analysis
& Design
Contract & Severance
Review & Planning
Plan Updates

Business succession planning, the process of providing for the transfer of control or ownership under various contingencies, should be undertaken when things are going well. It enhances the likelihood that a business survives more than one generation or that a life's work has value.

With proper planning, a transition can occur more smoothly and efficiently, when unfortunate events such as divorce, disability, or death occurs. We, at Capital Strategies can assist you, in conjunction with your attorney and accountant. We strive to assure a reasonable value is assigned and proper documents cover all contingencies, whether your goal is to sell your business to an outsider, or pass it down to younger generations in your family.

If you have other owners in your business, this warrants providing for the orderly transfer of ownership in the event of an owner's death or separation from the company. These issues require special expertise. We can help to assemble the team to accomplish your objectives. We can also review existing Buy-sell or Stock redemption agreements to assure continued effectiveness.

A business owner may have an estate that will require the payment of estate taxes upon death. This requires planning before, upon, and after death, for the transfer of the estate. Generally, this is done with an eye toward taking care of your needs before death and the needs of your survivors after your death, while minimizing the estate tax burden.

Valuing your business is necessary if you are going to gift interests to children, grandchildren, or charity. There are certain income and estate tax advantages to transferring property before death. We will evaluate these opportunities to your maximum advantage.

Whether for buy-sell purposes or estate liquidity, proper funding must be in place or the best laid plans can fail. Often this is accomplished with life and disability insurance. We will outline your many alternatives and help you to implement the most cost efficient and effective solution to accomplish your objectives.

Please contact us to discuss your needs today.

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Capital Strategies, a Registered Investment Advisor

2 Barnard Lane
Bloomfield, CT 06002
Toll Free: 866-303-6797
Phone: 860-242-6797
Fax: 860-243-9650

Securities & Advisory Services offered through LPL Financial · FINRA/SIPC
Copyright © 2000 Capital Strategies, Inc., All Rights Reserved.