OUR APPROACH
Ben was looking for a financial team that could support him through his exit and beyond. He wanted to make sure that if he exited:
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He could continue to live the same lifestyle.
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He could leave a legacy for the next generation.
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He could ensure he paid as little in taxes as possible.
Entrepreneur
Case Study 02
Ben | Founder's Multi-Million Dollar Exit
THE
CHALLENGE
Ben was ready to take the chips off the table. He had spent the better part of his life building his company from nothing. The challenge was knowing that he had years of work behind him and only one chance to sell his business.
THE
RESULTS
Ben’s work with Moment started by building out his deal team. Moment helped to vet and bring together A players from each discipline.
Today Ben consults with several businesses similar to the one he built. He delegates the financial aspect of his life to Moment to spend more time with his family and friends.
Ben’s plan is being reviewed regularly to ensure he is able to maximize his wealth. Perhaps more importantly, he is up to date on any tax or estate law changes that could affect him.
THE
PLAN
Implement tax strategies to reduce his net take home from the sale.
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Ensured proper insurance coverages to protect his wealth.
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Gifted to an irrevocable trust to remove assets from his estate.
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Opened and funded a Donor Advised Fund to maximize charitable contributions.
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Built a plan to balance enjoying his earnings and earmarking money for future generations.
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Built an investment portfolio that would produce the income needed for his lifestyle.
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STAY CONNECTED
Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.
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MOMENT PRIVATE WEALTH
2 Cityplace Drive
2nd Floor
St. Louis, MO 63141
(314) 597-8350
STAY CONNECTED
Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.
STAY CONNECTED
Become a part of the Moment community for and join us in building enduring wealth and a legacy of impact.
© MOMENT PRIVATE WEALTH, LLC
Menu
Home
CONTACT US
MOMENT PRIVATE WEALTH
2 Cityplace Drive
2nd Floor
St. Louis, MO 63141
(314) 597-8350
STAY CONNECTED
Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.