JAS Financial Services, LLC
Joseph A Smith, CPA/ PFS, JD, AEPĀ®
Member
1603 Orrington Avenue
Suite 600
Evanston, IL 60201
847-328-8011
Fax 847-780-7920
joe@jasfinancialllc.com
https://jasfinancialllc.com/
 
 




Business Succession Strategy Calculator
Business Succession Strategy Calculator

Please select any combination of goals to determine which business succession strategy may meet your needs.


Sell your business interest at retirement
Sell your business interest at death
Turn over your business interest to your children
Sell your business interest in case of disability
Minimize the value of your estate for federal estate tax purposes


The foregoing is provided for information purposes only.  It is not intended or designed to provide legal, accounting, tax, investment or other professional advice.  Such advice requires consideration of individual circumstances.  Before any action is taken based upon this information, it is essential that competent, individual, professional advice be obtained.  JAS Financial Services, LLC is not responsible for any modifications made to this material, or for the accuracy of information provided by other sources. 

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.