Consulting - Intergenerational Transfer

Starpoint Advisory Partners was engaged by a family run enterprise that was looking for assistance in valuing its business, identifying buy-out/transfer of business scenarios to pass the business to their children. Our team was able to meet with the client to discuss value of the business and tax optimization strategies for the parents. We were able to come up with a few strategies and were able to put our client in touch with an institution that is helping them with financing the transfer of the business.