Kai-Zen ® is a great way to fund a succession plan and is unique because it
is independent of the company and can provide the agreed funds
independently of the business once the partner has left. The ex-partner is
comfortable they will get their money and the remaining partners don’t
have to worry about shackling the business with cost that is not producing
revenue.
Value Provided
- Buy outs that don’t rely on the remaining partner funding a buy out from operational revenue
- Good for partners that don’t see eye to eye on a buy out plan
- Doesn’t negatively affect the business costs
Required Qualifications
- Partners household income is at least 100k per year
- Partner is between the ages of 18 – 70
- Partner is in average or good healthPartner can contribute a minimum of $22k per year
