Individual Preparation

Income and Estate Tax – Critical Considerations

The proceeds of a transaction can only go to three places: The Seller, the Buyer or the Government. Ultimately, a successful deal is measured by how much the Seller puts in his pocket. LockeBridge not only advises on income tax minimization strategies but also offers seasoned advice in estate tax minimization, which is a major issue when selling a company and a critically important step in preserving family wealth.   
Client Comment:
“Their support and guidance went beyond helping us sell our business. LockeBridge gave us guidance on tax strategies, estate planning and wealth management. This was a part of the process we had given very little thought to but turned out to be a very important step in our decision to complete the deal.”
Joe Montesano
Something Sweet, Inc., Founder and CEO


LockeBridge, LLC is an affiliate of LockeBridge Partners, Inc. - Member FINRA/SIPC
Join Our Email List Privacy Policy

Contact Information

LockeBridge, LLC
12 Waltham Street
Lexington, Massachusetts 02421
Tel: 781.676.2001
Fax: 877.907.1402

Contact us online for more information about our unique investment banking services model for business owners, and advisors.

Copyright © 2006-2018 LockeBridge, LLC. All rights reserved.