Client Names: Ted and Seth

Company Type: Manufacturer

Employees: 250

Revenue: $75,000,000

Ted and Seth started their business in Ted’s garage in the late 1980s. They manufacture a specialized component for the Technology Industry that has been very profitable. The company has grown to $75 million in revenue and now Ted is thinking about his future and doing some planning. He wants to ensure his family is cared for and that the business remains viable and true to the values they originally founded the company on.

Challenges: Ted and Seth need an agreement in place that addresses contingencies such as divorce, death, disability, and departure, amongst others.

The Brezden Solution: BWA structured a plan with the proper documentation and funding to ensure Ted and Seth’s wishes are carried out and that business continuity is maintained.

This is a hypothetical example for illustrative purposes only.  It is not representative of any specific product or investment strategy.  Results will vary.

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.  Clients should confer with their qualified legal, tax and accounts advisors as appropriate.