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Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Financial Advisor Success

CHAPTER

Understanding Financial Transactions and Profit Distribution in Trust Structures

This chapter explores the financial framework of transactions involving a trust and an LLC, focusing on profit distribution among advisors. It addresses the allocation of funds for various needs and the mechanisms used for financing acquisitions, highlighting both risks and potential benefits.

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