Take money off the table without making the bank or your mother-in-law your partner

January 2005

You own a successful marketing services company. You’ve carved out a profitable niche and business is booming.

But while your retirement plan calls for you to cash out, you’re confident that – as good as today is – tomorrow could be even better.

Our latest partner was in exactly that situation. So we helped him take half his chips off the table.

While his intention is to sell the business in three to five years, our purchase of 50% of the equity has proven the value of the business. The Succession Fund™ is one of the few ways for successful entrepreneurs to partially realize their gains and put them in the bank – without taking on more risk – and the bank or your mother-in-law as a partner.