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Category : Wealth Transfer

Harvesting Wealth from your Business

  • John Griffin
  • February 15, 2017

You have painstakingly built your business over time to the point where you are now. And businesses are like safes – you put money in them, you retain earnings to grow them, and then, you look forward to the day when you can open that safe and take out some of the money that you have patiently put their over time.

But, one day you might just want to harvest some of your accumulated wealth in your business. The question is how do you do it?

What do you plan to do with your business when you are ready to get out of it? Will you transition it to family members? Or, do you have a management team who wants to purchase the business from you? Or, do you have an outside buyer who has expressed interest in your business? Each of those alternatives has its own set of issues, with the financing part of it being one of the major issues which must be addressed.

If you transition your business to family members, not only are there family dynamics to take into account, but there are tax issues which must be addressed.

If you transition your business to a management team, will they have the wherewithal to finance the purchase without some kind of seller financing? Will they be able to secure the financing needed?

If you sell your business to an outside third party, even if you do not have to take sellers’ notes, there will be some sort of participation that they will require – typically, you or your family will be asked to keep a percentage of the business and/or stay on to manage it for some time.

But there is an alternative which could allow you to accomplish your transition goals, and at the same time, harvest some wealth from your business, possibly on a tax favored basis. And, this alternative could help you in accomplishing your goals.

We have helped some of the top companies and families in this region to establish business transition plans which work for them. Could we help you? To see an example of how this can be accomplished, please call us at (318) 425-0406 Ext. 103, fax us at (318) 226-1006 or email us at We look forward to showing you what can be accomplished.

SSG Companies Wealth Transfer Provider

Federal Estate Tax Repeal

How Possible Changes to the Federal Estate Tax Policy Can Impact You

There is much speculation in the press and elsewhere about President-Elect Trump and the next Congress (115th) enacting full federal estate tax repeal. This speculation is largely based upon the public statements of Donald Trump as well as longstanding Republican support for estate tax repeal. But, it is important to understand the realities of today’ political climate and what is being proposed to take its place.

Wealth Transfer Legacy Issues and Solutions

Wealth Transfer Legacy Issues and Solutions

  • John Griffin
  • October 25, 2016

Planning is Key When Dealing with Wealth Transfer Legacy Issues and Solutions

As a visionary entrepreneur or a talented professional or a brilliant executive, you work for decades creating, accumulating, and multiplying family wealth. The key to protecting that wealth in a way that leaves your legacy intact, and through a process that you control and design requires a solid strategy to address wealth transfer legacy issues and solutions, and time for advanced planning.

Wealth Plan Money Tree

The Unique Process of the Wealth Plan

  • John Griffin
  • July 9, 2014

Six-Steps to Successful Wealth Transfer

Our planning process is an intersection of my engineering and financial background, the use of sound accounting principles, and legal knowledge gained over time. My experience with asset valuation issues has helped us create a very effective way to evaluate various wealth transfer strategies and model their impact for our clients over time.