Business Stock in Trusts

WE HAVE DEEP KNOWLEDGE & EXPERIENCE

IN SUSTAINING RETURNS & VALUE OF BUSINESS ASSETS & FAMILY

WANTS AND INFLUENCES ON TRUSTEES & ASSETS IN TRUSTS

How important is it you, the Founder, to preserve the returns, growth and value of your business over time?

How important is to preserve this most prized asset when there is an individual or trust company involved in this transaction?

How To Have The Best Results For Benefactor Intent

What we provide as external resources:

  • determine shareholder value
  • assess risks in the business; identify, measure, recommend manage or mitigate as this is an inverse relationship to business value
  • resolve disputes or conflicts over share holder value and ownership issues
  • reduce potential for litigation; external trustee roles vs firm trustee duties
  • ongoing, active risk management for firm, trustees, family members
  • solve for unplanned transition events, such as premature or unplanned death of a  key member
  • address the underpinnings to a premium value or premium transaction of the business

 

View this Business BriefBusiness Stock in Trusts, the Pain Points, Challenges & Solutions