GROWTH. TRANSFER. LEGACY.
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Closely-Held Business Affinity Group
Key Employees as Investors
This month is a special case study regarding an intricate way to work around a business transfer that includes tax, estate planning and motivation of key employees as owners.
As a benefit for XPX members only, the Closely Held Business Affinity Group provides a forum conducive to cultivating meaningful referral relationships and fostering collaborative opportunities.
At this meeting we will be breaking into groups to discuss case studies and inviting each participant's individual feedback and ideas.
The cost for this meeting is $25. Members may register at any time.
Bengur, Bryan & Co.
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