Practice Valuation For Business Partnership Separation (Dissolution), Divorce, and Tax Planning with Jeffrey Brewster

When you cannot be forced to remain in an unfavorable business partnership, you tend to decide to separate from your co-owners. But what factors can affect your decisions in your business? How does tax planning go if things change? Will you need to involve the council with proper legal parties when having an agreement with your co-owners?This week's The Dave Kittle Show episode, Dave Kittle welcomes back Jeffrey Brewster. Jeffrey leads execution for all valuation engagements in collaboration with the other Managing Directors, and is involved in the Practice Group strategy planning. The addition of Mr. Brewster will also allow Objective to expand efforts into the Dallas, Texas area. Jeffrey’s professional background includes business valuation and more than twelve years of experience in a variety of positions within the investment management industry. He has held investment management roles at Merrill Lynch and Harris Trust & Savings Bank in Chicago. As a Financial Consultant with Merrill Lynch in Naperville, IL, Jeffrey performed equity analysis on stocks included in client portfolios and directed investment selection strategies.In this episode, we will touch on such topics as:Take your position and make it the most defensible that you can when you are having a marital divorce.The place where you can get the most push and pull is your projection.Sometimes, you cannot have communication as early as you want in a marital dissolution situation, but sometimes, you will know that the individual, the one who decided to separate, is bound by the terms and agreements of a structure that their spouse has signed into.Make sure that your agreements that you are operating under are up-to-date. P.S. Subscribe, rate, and review HereJeffrey Brewster Contact Information: [email protected] (469) 394‑1448  Objective website: https://objectivecp.com/And, if you like what you hear from the host, Dave Kittle, then it's possible that he and his team, The Fieldmaker Group, may be interested in acquiring some or all of your physical therapy practice.Connect with him on:Email: [email protected]: @davekittleLinkedIn: https://www.linkedin.com/in/davekittle/orCall (646)-781-8884 Hosted on Acast. See acast.com/privacy for more information.