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Business Planning Strategies


  • Basic Types of Business Organizations
  • Importance of a Business Continuation Plan
  • Commonly Asked Business Continuation Questions
  • Types of Corporate Continuation Plans
  • Buy-Sell Agreement – Cross-Purchase vs. Corporate Stock Redemption
  • Buy-Sell Agreement
  • Wait-And-See Buy-Sell Agreement
  • Trusteed Corporate Buy-Sell Agreement
  • Buy-Sell Agreement – Sole Ownership
  • Methods of Funding a Buy-Sell Agreement
  • Who Should Own The Policy
  • Taxes on Premiums Paid by a Corporation
  • Retirement and the Business Professional
  • Disability of a Business Owner
  • Making Buy-Sell Agreements Acceptable to the IRS
  • Reasons to Value a Business
  • Business Valuation Factors
  • Valuation Methods Explained
  • Advantages and Disadvantages of Valuation Methods