Stream Case Study: Business Owner Discovers a Better Way to Leverage
This case study highlights how one savvy business owner is planning to sell his second company and use the proceeds to supercharge his Stream Protection Plan, bypassing traditional bank loans. By strategically leveraging this liquidity event, he’s set to secure a significantly larger tax-free retirement income while safeguarding his family’s legacy. Explore how this innovative approach ensures financial security, minimizes estate tax burdens, and maximizes future benefits for himself and his children.
In this case study, we explore how a client plans to use the proceeds from selling his business to bypass a bank loan, strategically supercharging his Stream Protection Plan for a significantly larger tax-free retirement.
Business owner considers the best way to continue his company’s legacy without being absorbed by estate taxes
He considers a way to leverage a liquidity event
Forgoing the bank loan means he can supercharge his Stream Protection Plan for bigger tax-free benefits