The Tax-Free Legacy Engine: Passing Millions to the Next Generation Uncut
Building a small business that generates millions of dollars in enterprise value is the ultimate wealth-building achievement. Small business founders routinely make a dangerous assumption regarding their personal financial legacy. They believe that building a highly valuable company automatically guarantees multi-generational wealth for their family estate. In reality, paper equity in a small business represents one of the most illiquid, highly vulnerable assets you can leave to your heirs.