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Feb 13, 2020

Josh & Jay welcome Will Steih, Managing Director or Prime Capital Investment Advisor’s Tennessee office, to the studio for Chapter 3 of 5 in our B.O.S.S. Series, a discussion about Defined Benefit & Cash Balance Plans. Why should a business owner consider a Defined Benefit Plan? A business owner has fully funded...


Feb 6, 2020

Josh & Jay welcome Will Steih, Managing Director of Prime Capital Investment Advisor’s Tennessee office, to the studio for Chapter 2 of 5 in our B.O.S.S. Series, a discussion about Buy / Sell Agreements. What does a properly structured buy / sell agreement look like? Why is an unfunded buy/sell agreement considered...