By Jeffrey P. Hart, Esq. and Karen L. McKenna, Esq. 1 Introduction Private and family owned businesses are estimated to comprise as much as 90 percent of businesses in the United States. Such businesses are often the primary source of income for the owners and their families. While owners often groom one or more [...]
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Estate Planning for Business Owners
Posted on 13 March 2011.
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Selling a Business – Getting What You Need
Posted on 13 March 2011.
IN THIS PAPER Selling a private business is best thought of as an ongoing planning process that begins well before the deal is consummated and ends well afterward. But at every point along this continuum, the owner and his professional team are grappling with and resolving both financial and personal issues. Bernstein’s proprietary modeling capabilities [...]
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Introduction to Life Settlements
Posted on 10 March 2011.
Valmark Securities WHAT IS A LIFE SETTLEMENT? A life settlement is the sale of an existing life insurance policy on the secondary market to a third party for fair market value. The owner sells policy in exchange for a lump sum settlement that can be higher than cash surrender value.* The third party institutional investor [...]
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