Ownership Stock Repurchase and Succession Plan

Ownership Stock Repurchase and Succession Plan

Fulcrum Partners Executive Benefits News

Fulcrum Partners is committed to serving the interests of accounting, consulting, and service firms, specifically the independent member firms of the BDO Alliance USA. With this in mind, we’ve launched a new webpage to deliver resources that specifically target the needs and concerns of CPAs accounting firms and other specialized consultants.

The new webpage (found here: FulcrumPartnersLLC.com/BDO-Alliance), provides helpful case studies and reports, such as, “Ownership Stock Repurchase & Succession Plan: a Levelized Sinking Fund Study”.

The Levelized Sinking Fund Case Study looks at a small private company’s options for stock repurchase and succession planning. Specifically covered are issues of emerging stock repurchase

liability; stock repurchase analysis based on a five percent growth assumption and 50,000 shares for each of six executives; annual stock repurchase liability by year; taxable sinking fund at six percent gross, thirty percent blended tax and 4.2 percent net rate; and taxed advantaged sinking fund at six percent crediting rate/net funding.

The team at Fulcrum Partners is available to answer questions or help your company in evaluating its own stock repurchase and succession plan options. Additionally, you should always consult your legal and tax advisors, as well as your discussions with the experienced team of executive benefits professionals at Fulcrum Partners.

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

photo credit: Maarten van den Heuvel

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