Jason was a 60% majority owner of his limited liability company.  Overall business was doing well with top-line revenues of $3,200,000 and 40% gross margins. He took home a salary of $275,000 and had $200,000 in profit distributions. Jason had just turned 56 and he and his wife were considering selling to be able to travel more and spend time with their new grandchild. 

After doing a deeper review, we had found out that Jason had approximately $300,000 in his retirement accounts and around $90,000 in liquid assets. We had found out their future social security benefits were going to be $36,000 once they turned 67, and they had a rental property that

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