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Advisors often have private clients who are wealthy on paper, but whose wealth is tied up in the ownership of a privately held business. The concentration and illiquidity of this form of wealth present special challenges to owners and their team of advisors. Fortunately, the current environment is especially timely for certain exit strategies, with interest rates remaining low and the tax rate on capital gains and dividend distributions at its lowest level in decades.
In this presentation to the New York Society of Securities Analysts, Hallmark Capital reviews cutting edge strategies for attaining liquidity such as 1) leveraged recapitalizations, 2) employee stock ownership plans (ESOPs), 3) personal debt secured by company stock, and 4) the sale of a partial equity interest to a private equity firm.
To download the presentation, please fill out the form below. (Hallmark Capital respects your privacy. We will not give your email address to third parties or send you unwanted email.)
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