Business Succession Case Study

Case Studies, Succession Benefits

Helping a producer write $IO million in new life insurance policies by designing a compelling BUSINESS SUCCESSION plan. Facts of Case: This case involved an entrepreneur who owned a very successful potato farm and business operation, Pleasant Farms, Inc., and the underlying farmland, First Properties, LLC. Pleasant Farms is an S corporation worth about $15...

Continue Reading

Schedule a Call

Ready to fuel your exponential growth through the power of outsourcing? Let’s discuss your business needs and how we can help you.

Schedule Now