Fidelity Capital Management - Business Continuity Planning

Business Continuity Planning

What happens to my business in the event of my death, disability, or retirement?
How will my family or I get money out of the business on a tax-favored basis?
Who will ultimately run my business? Will my children want to be involved?
If I sell the business, how should the sale be structured?

To help answer your questions, Fidelity Capital Management reviews in detail your existing business continuity plan, identifying all aspects of the current planning strategy that may improve or threaten the succession of your business. This analysis involves:

	Determining the exact value of your business for estate and gift tax purposes.
	Examining alternatives to provide for the future transfer of the corporation to the next generation. Specifically, these recommendations will be based on your desire to control the corporation, your desire for equity growth, and your feelings regarding each of your children's future stock ownership.
	Formulating executive compensation plans to ensure continuation of strong management.
	Developing methods for shifting or reducing business and real estate growth in your and your spouse's personal estates.
	Identifying strategies to minimize taxes while maintaining a high degree of flexibility.

Fidelity Capital Management
3008 Anderson Dr., Suite 203
Raleigh, North Carolina 27609
Telephone: (919) 876-9610; FAX: (919) 850-9320
E-mail: info@FidelityCapitalManagement.com
URL: http://FidelityCapitalManagement.com/