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TABLE OF CONTENTS
TAB
Overview 1
Executive Summary 2
Recommendation #1: Restructure Business Entities 3
Summary Description
Graphic Overview
Tax & Financial Analysis
Recommendation #2: Omega Retirement Planning 4
Summary Description
Graphic Overview
Tax & Financial Analysis
Recommendation #3 ESOT Strategy 5
Summary Description
Graphic Overview
Tax & Financial Analysis
Recommendation #4 Value Builder System 6
Enhance value of business by 71%
Fee Schedule & Cost/Benefit Analysis
Agreement
Detailed Tax Analysis & Diagnostic Report 7
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