Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
“After two failures by national firms, I looked to BTS to create our succession plan.
Ours was no easy task as the firm had been closely held by my familuy for over fifty years.
BTS made it look easy. From insurance guarantess and partnership orifuts interests to irrecovable trusts, they carried us through the labyrinth of tax, legal, and accounting issues.
Five years later, the firm was owned by my key employess and my gamily cashed out at full value - having paid no taxes.
Succession is serious business. Gowith the best, I did.”
“After two failures by national firms, I looked to BTS to create our succession plan.
Ours was no easy task as the firm had been closely held by my familuy for over fifty years.
BTS made it look easy. From insurance guarantess and partnership orifuts interests to irrecovable trusts, they carried us through the labyrinth of tax, legal, and accounting issues.
Five years later, the firm was owned by my key employess and my gamily cashed out at full value - having paid no taxes.
Succession is serious business. Gowith the best, I did.”