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Episode 197: Using Your Family Bank Before a Sale
Most business owners wait until after sale to deploy capital, missing strategic opportunities to optimize the transaction itself. M.C. Laubscher reveals how to use family banking in the 2-5 years before exit to increase sale value, reduce taxes, create pre-sale liquidity, and position for immediate post-exit opportunities through aggressive policy funding and strategic policy loan deployment.
Key Concepts:
Pre-Sale Policy Funding - Aggressively funding whole life policies in the 2-5 years before business exit to transfer business cash to personal policy cash value, creating pre-sale…
The skinny
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