Business Owner Strategies & Solutions (B.O.S.S.) Campaign Kick-off!

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Josh & Jay welcome Will Steih, Managing Director of Prime Capital Investment Advisor’s Tennessee office, to the studio to kick off our B.O.S.S. Series, a 5 part series specifically designed for the planning needs of successful business owners. Topics include: Succession Planning, Buy/Sell Funding, Defined Benefit Plans, Non-Qualified Deferred Comp and Employee Stock Option Purchase (ESOP).

We will take each one of these great topics and break it down on its own dedicated podcast!

LISTEN TO ADDITIONAL EPISODES IN THIS SERIES
RECENT EPISODES


Resources

Prime Capital Investment Advisors

Qualified Plan Advisors

Will Steih

If any of these topics apply to your situation, we can help! Reach out to us at 251-327-2124, or email [email protected]

 

 

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