The Process
Attract, retain, and reward your key employees and help secure their personal financial success with the key drivers of your business's success.
Attract, retain, and reward your key employees and help secure their personal financial success with the key drivers of your business's success.
Use the $12.92 Million per individual onetime exemption (in 2023) to make lifetime gifts of corporate stock or family partnership assets, taking advantage of available valuation discounts.
If you plan to eventually sell your business, we can help you put a team and plan in place today to help you get the most value, whether your goal is to sell to:
As a business owner, you require guidance and support from a variety of professionals to facilitate the growth of your business.
We offer access to a network of professionals who can assist you in various areas, including:
Accounting and tax services
Legal services (business, transactional, or estate planning needs)
Banking solutions
Benefits and risk management
Our team at Presidio has access to a robust network of professionals. As we review your current needs and service providers, we look to bridge any gaps, determine new services that would add value, reduce costs, or to help increase efficiency for the same costs.
757 N Eldridge Parkway,
8th Floor, Suite C
Houston, TX 77079
Hightower Advisors, LLC is a SEC registered investment adviser.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
©2024 Hightower Advisors. All Rights Reserved.
