Clients
Exit Planning, Key Person, Employee Retaining Incentives, Employee Benefits, Lower Business Taxes, 410(k) management, book keeping, and much more.
Case Study
Demolition Corp
We didn't know what we didn't know, as a second generation family owned company, Mike helped us secure things for the third generation
Partners
Brief
Large Demolition Contractor needed tax advisory support and exit planning
Approach
Strategy sessions and analysis of capital projects, company shareholders, and organizational strategy initially, followed by in depth assessment of future ready planning
Results
Established a buy-sell agreement between the two brothers who managed the company. Implemented a tax-deductible, low capital strategy to fund the buy-sell plan. Added employee benefits while lowering the employee income tax. Oversaw merging of estate plan trusts with the operating agreement
Case Study
ACME Industries
We are very happy with the services.
Ryan Garcia, CEO
Brief
Approach
Results
Case Study
Vehement Capital
Mike and his team are miracle workers!
James Watson, CEO
Brief
Approach
Results
Every Owner will exit their company, the question is...
How will you?
Every Owner Exits: Plan Your Legacy with Providence Capital for a Future Defined by You.
Construction Firm, Family Retirement, or Dental Practice
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