By bringing together the combined experience of distinguished tax, legal, insurance and financial professionals, Equity Access Solutions™ presents you with sound strategies born from decades of research and experience in the field of succession/exit planning.

Bob Norman, a 70% owner of ABC Manufacturing, LLC, wanted to plan his exit strategy.  The value of his ownership percentage in the company was $4 million and he wanted to retire in 5 years, but the question was, how? 

By utilizing Equity Access Solutions™,  ABC Manufacturing, LLC agreed to borrow $4 million over 5 years to fund the premiums of an Indexed Universal Life Insurance policy on Bob's life.  Bob would then begin to receive distributions from the premium financed life insurance policy after he left the company. 

The end result?  Equity Access Solutions™ exceeded Bob's expectations and covered over 249% of what Bob was expecting to receive for the value of his ownership. 

For more information on all the details of Bob’s feasibility study, click here to receive the complete case study.