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#350: What it Means to “Think Like an Owner”: Inside the Boardroom of a Privately Held Business with Brandon Henry

Intentional Growth

CHAPTER

The Mismatch Between Operations and Cash Flow of a Business

A family gifted 30% of their company to a trust, but the parents were still paying taxes. "The whole thing was mismatch from cash flow to equity growth," he says. The estate planner gets A plus marks because he created a structure that is going to drive the family's personal network down reducing estate taxes,. But you can't look at something narrowly through the lens of estate taxes."

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