Exit strategy out of business

Problem

After 10 over years in the business, the owner found that most of his assets are within the business (quite a common issue).  If this continues, he will not be able to retire, because all the money is locked within the company.  Moreover, trying to sell the company for a premium price was not easy either because the bulk of the assets are built in the key persons - the owner.  But if he continues this way, he'll find no way out and has to work till his last day on earth or be forced to sell his business at a low price.

Solution

We started to apportion money out to a "Shielded Asset" from the company bit by bit every year, so that over a period of time of 10 years, he has built up an alternative protected backup plan for his retirement.  At the same time, he can still choose whether he wants to work or take the business on a part-time basis.  He wouldn't have the pressure to force-sell the company at a loss when he's desperate to retire.  This shielded asset has guarantees, compounding effects of growth, has ability to create a stream of income for the rest of the life of the person and is a standby OD line.

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