Taxes

• Income Tax
  The proceeds of a transaction can only go to three places: The Seller, the Buyer or the Government. Ultimately, a successful deal is measured by how much the Seller puts in his pocket. LockeBridge not only advises on income tax minimization strategies but also offers seasoned advice in estate tax minimization, which is a major issue when selling a company and a critically important step in preserving family wealth.

Investment

• Wealth Management
  “LockeBridge gained a clear understanding of our objectives which went well beyond the transaction itself. They gave us invaluable guidance on estate planning and wealth management. This was a part of the process we had given very little thought to but turned out to be a very important step in completing the deal and preserving our wealth.”