Studies show that 60% of the closely-held business in America will transfer
ownership within the next 10 years. Most will transfer with little or no planning, leaving both
buyer and seller as well as heirs at tremendous risk due to high costs and over-taxation.
Properly designed, a Succession Plan will utilize tax-efficient designs
to help increase the wealth of all parties involved and reduce risk at the same time.
The one concept that has held true is that time is a critical component.
The more time, the more creative and effective the design can be.
Blevins Financial specializes in crafting tax-efficient financial structures for:
