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Highly concentrated stock positions. Loans can provide liquidity without selling stocks and forfeiting potential gains. Loan proceeds can be reinvested into diversified investments or used for estate planning, charitable giving and IRA enhancement.
Closely held businesses and ESOPs. Our ESOP solutions provide liquidity to shareholders who sell to an ESOP. Unlike other typical products, ACM can provide significant growth potential,liquidity, and keep the tax advantages that the ESOP structure provides.
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ACM's structured settlement arrangements can provide solutions in a number of different areas, including:
• Protecting an existing stock position without forfeiting market potential.
• Diversifying a concentrated stock position without selling.
• Generating liquidity from a portfolio to meet income needs greater than dividends could provide.
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For more information on our services, contact us at:
703 871-5338
info@alexandercapitalmarkets.com
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