Potential corporate liabilities are often uncovered as a company continues to grow and change. Liabilities such as the obligation to provide post-retirement medical or death benefits to employees or dependents and to repurchase shares owned by ESOP participants can be staggering. The retirement or death of a principal or key executive can present other unique problems.
This area also deals with how to transfer an existing business to the next generation or to key people within the company with minimal tax ramifications
We design and implement plans that provide the cash flow required to meet these obligations at the time it is needed most.