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Article

5 Reasons You Should Review Your Buy-Sell Agreement

Having the RIGHT Buy-Sell Agreement in place for your business helps you and your partner(s) set and manage expectations when

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Maximize The Sale of Your Business With These 3 Professionals

Business owners can’t be all things. Read that again. The phrase “it takes a village,” can also resonate with business

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What Types Of Taxes Will You Have To Pay When Selling Your Business? 

Choosing to embark on the journey of selling your business can be overwhelming in and of itself. Let alone the

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A Defined Benefit Plan: How It Helps Save Business Owners Money

For many business owners, the reality is that you may be closer to retirement age but possibly further away from

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How to Make the Most of Your Money in Medical Sales

Medical sales can be a lucrative career, but do you ever find it hard to maximize your income? I’m willing

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Traditional vs. Roth IRA: Which is Better?

Ever found yourself painfully stuck between two choices? Having an internal debate, weighing each option over and over? You think,

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

2022-147105 Exp 12/24