Equity Matters

Provides rich content for business owners to learn about the issues of wealth concentration in the business and strategies for extracting that wealth in the most efficient manners possible.

Economic research suggests that for many business owners as high as 80% of their net worth is tied up in business value.  From a long term planning perspective this concentration presents some significant risk to the financial stability of the owner.

The topics below address that risk and how to use the most updated and advanced business sponsored programs to unlock that value for the benefit of the owner, partners and family members.