Great News! We've Found a Good Strategy for You.| Some Good Strategies for You.
Based on what you told us we think the below NIW strategy would be a great option for you. The next step is to set up a time to speak to a licenced professional to learn more.
Kai-Zen® for Succession
Kai-Zen® is a great way to fund a succession plan and is unique because it is independent of the company and can provide the agreed funds independently of the business once the partner has left. The ex-partner is comfortable they will get their money and the remaining partners don’t have to worry about shackling the business with cost that is not producing revenue.
Value Provided
- Buy outs that don’t rely on the remaining partner funding a buy out from operational revenue
- Good for partners that don’t see eye to eye on a buy out plan
- Doesn’t negatively affect the business costs
Required Qualifications
- Partners household income is at least 100k per year
- Partner is between the ages of 18 - 70
- Partner is in average or good health
- Partner can contribute a minimum of $22k per year