Resources
Insuring a Smooth Buy-Sell Transition
The Situation: RevTech/David Coles RevTech Services, Inc., needed to implement a buy-sell arrangement on behalf of their CEO, David Coles in order to provide for additional liquidity inside the firm in the event of either David’s death or untimely departure from the firm. The Problem: RevTech Services, with David Coles at the helm had built…
Funding for High Net Worth Individuals
The Situation: Susan Collins, 62 Mrs. Collins Had Been Very Successful With Her Business And Other Investments, With A Net Worth Of $40 Million Which Was Projected To Continue To Grow. She Was Looking For A Way To Bequest $10 Million To Each Of Her Three Children ($30 Million Total) – With Any Remaining Estate…