Phone: 631.730.8262
When it comes to buy-sell planning, the goal is to find a balance between flexibility, tax efficiency, and keeping things simple. For buy-sell agreements, this balance is even more crucial since smooth, well-funded, and tax-smart ownership transitions make all the difference.
Interested in learning more? Give us a call (631) 730-8262!
#buysellplanning #successionplanning #crosspurchase #stockredemption
10380 SW Village Center Drive, #406
Port St. Lucie, FL 34987
Phone: 631.730.8262
Fax: 866.275.7847
This website is not intended to provide financial or legal advice, or constitute a legal opinion on any circumstances, transactions, or matters. The contents of this website are intended as general information only.
© MBW Insurance | Privacy Policy | Designed by Apis Productions