Lee Jackson
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Lee Jackson

Whitepapers for Business

The Power of Charity in Succession Planning

Quantifying Transferable Enterprise Value in Small to Medium Size Enterprises (SMEs)

The Fabled Wealth Transfer: Urban Legend or Reality?©

Transferable Enterprise Value

Properly Structuring & Maintaining an ESOP

The Section 1042 Capital Gains Tax Deferral

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Lee Jackson, CEPA®
Certified Exit
Planning Advisor
Private Wealth
Management Services
LPL Financial
1067 Woodley Road, Suite B1
Montgomery, AL 36106
Tel: 334-676-2288
Fax: 334-676-1703
Email: Lee.jackson@lpl.com

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Florida, Georgia.

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