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Appleton Office

1010 South Oneida Street,

Appleton, WI 54915

How Do I Tap Into the Wealth of My Company?

Financial security depends largely on converting your business assets to cash in the most tax-advantaged manner. We can help assist you in potentially maximizing the sale of your company and provide access to capital if further investment is needed to improve its value.

If you are like most business owners, your business is your largest asset. We can help explore ways to take money out of your business with the potential of transitioning some of this great asset in the most tax-efficient manner – onto your personal balance sheet.

Some ideas include:

  • Employee stock ownership plans
  • Management buyout
  • Gifting programs
  • Private equity group recapitalization
  • Sale to an outside buyer
  • And more!

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