Diversifying Your Wealth Beyond Your Business
Date and Time
Thursday Oct 22, 2015
11:45 AM - 1:30 PM EDT
Thursday, October 22, 2015, 11:45am - 1:30pm
Location
GV Financial Advisors, 1100 Abernathy Road, 500 Northpark Town Center, Suite 500, Atlanta, GA 30328
Fees/Admission
Free
Website
Contact Information
Deborah Lovin, 770-295-5725
Send Email
Description
Would you invest your entire nest egg in a single stock? Naturally, no. Yet when you own your business, you may often feel that your wealth is locked up in the same way. And many business owners who want to unlock some or all of that wealth and diversify think they need to sell.
Yet in reality, you have at least six other options (including some intriguing tax opportunities) to generate liquidity over time, often without selling or losing control.
PLUS: if you’re actively considering selling your business, some of these options can help you
- retain more of your net proceeds
- avoid certain mistakes that can cause regret down the road
- increase your satisfaction with the transaction once it’s complete
This information can be particularly valuable for business owners searching for tax savings, ways to unlock wealth now and over time, and/or considering a sale.
