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The Calder Lillian Building
1391 Calder Avenue
Beaumont, Texas
77701-1706
(409) 840-6900

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Maximizing Your Exit Strategy

Over the next 20 years, nearly $4.8 trillion of wealth is set to be transferred to the next generation of heirs. Much of that wealth will consist of the assets of family businesses, about 40% of which are due to hand the reins to the next generation during the current decade alone.*

A properly planned Exit Strategy can help maximize your exit funds and preserve your wealth with prudent tax techniques.

With our highly skilled advisors we can help you:
  • Control the market for your business
  • Create the funds for the buyout
  • Create huge tax incentives and deductions
  • Diversify your exposure to opportunity and minimize your exposure to pitfalls during the process
  • Control continuity to family members and other interested parties

Our team of experts help transitioning business owners simplify their financial lives and assist to make sure they don’t run out of money in retirement.

Contact us today to obtain more information.

Mr. Hickman is an Investment Advisor Representative in Texas and Louisiana with Brookstone Capital Management, LLC. Investment management services provided by Brookstone Capital Management, LLC, a registered investment advisory firm. Brookstone Capital Management, LLC is not affiliated with Asset Growth Associates.

Mr. Vallorani is a Registered Representative in Texas with Sunset Financial Services, Inc. 3520 Broadway Kansas City, MO 64111. (816) 753-7000 (OSJ) Member FINRA/SIPC. Asset Growth Associates is not affiliated with Sunset Financial Services, Inc.

 

 

*BusinessWeek Online 7/25/2006

*Quotes delayed 20 minutes                                                                               ©Asset Growth Associates
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