Summit Benefit Solutions, Inc.
Megan Kroger
Director of Business Development
630 Lexington Ave.
Mansfield, OH 44907
419-756-3921
info@summitsolutionsinc.com
www.summitsolutionsinc.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

IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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