Survey: Tax Planning, Exit Plan and Valuation

Complete annual review of tax strategies for business resulting in minimum legal tax.

Basic tax planning done to the best of the local CPA’s ability.

No tax planning done and/or excessive income taxes paid.

Estate tax plan full devised and implemented.

Basic estate tax strategies implemented.

No estate tax planning.

Company is fully financed and not in need of additional financing as the full cost of anticipated growth has been established and covered.

Company has full financing for immediate needs.

Company is in need of additional working capital.

Tax Planning, Exit Plan and Valuation – Section 6 of 6