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GGP Distinction: Family Owned Businesses $20M+

GGP Value Acceleration Services utilized in coordination with tax-smart succession planning ready an organization and individual for a successful transition of the family business.  

Schedule a Discovery Call and learn how we can help accelerate value and increase personal freedoms. 

Link to Lance Rodgers/schedule a call

Comprehensive, actionable, convenient, focused industry intelligence to build deeper client relationships and sales

Positioning Statement: Custom Structures beyond Traditional Estate Planning

Value Drivers: Unique and superior tax planning approaches

Benefits to GGP Target Audience: GGP Value Acceleration Services utilized in coordination with tax-smart planning ready an organization and owners for a successful transition of the family business.

GGP Target Audience: Family Owned Businesses $20M+

Partner Profile:

Vertical IQ

Schedule a call with Lance

Family business owners who aggressively want to minimize federal income and estate taxes need to explore solutions beyond traditional succession planning tools.

Feat Positioning Statement

Best Thinking

Best Thinking Header : Custom Structures | Beyond Trust and Estate Planning

You’ve had recent conversations where you said….

I want to pass my family business to the next generation, but I want to retain control of business operations and distributions….

Then you need to have a

conversation with us.

Feat Positioning Statement


Conversations Header: Creating an Optimal Time for the Devaluation of the family business


Vertical IQ

Faculties: Legal

What They Do for Business Owners?  —

Offers domestic and international business owners unique business and tax structures to achieve optimal income and estate tax savings in devolution of family-owned business.

How do I start?  —

Schedule a Consultation

Tools  —

Assessment Tools - N/A - GGP to develop tool for next steps

WHAT - What is the outcome?  —

Retain owner control and realize significant income and estate tax savings

WHY - Why are we doing this?  —

Efficient and effective devolution of family-owned business

WHO - Who will be involved?  —

Direct relationship with Lance Rodgers and business owners

WHEN - Best prior to value acceleration strategies. —

Meets business owner where they are to develop a strategy in the devolution of family-owned business in a tax efficient manner.

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