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Carlos Benavidez, AWMA, ABI

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Accredited Business Intermediary

Company

Pathfinder. Road Map to Success.

pathfinder-usa.com

www.pathfinder-usa.com

Pathfinder combines a team approach with knowledge and experience to facilitate the process of business succession planning. This includes buying and selling of businesses, Employee Stock Ownership Plan’s and family generational planning. These options can result in transferring of wealth from the business to the individual with great tax efficiencies. Given the complexities of both the business and financial marketplace, taking organized steps toward financial freedom is critical when bringing together your team of professionals.

Services Offered

Employee Stock Ownership Plans (ESOPS)
• ESOP Design, Administration and Appraisal
• ESOP Trustee Services
• ESOP Forecasting Repurchase Obligations
• 1042 Qualified Replacement Property
Business Brokers
• Transaction Broker
• Business Valuations
Retirement Planning
• 401k
• Safe Harbor
• Profit Sharing
• Cash Balance
Risk Management
• Fixed Index Annuities
• Life Insurance
Banking
• Employee Stock Ownership Plan Lending

About

We specialize in Employee Stock Ownership Plans (ESOP). ESOP’s offer a variety of liquidity, tax and operating benefits to business owners. Our team has many years and transactions under our belt. We strive to help our customers understand a particularly effective tax deferral strategy that reinvests the sales proceeds in a 1042 qualified replacement property (QRP). Under IRS rules, sales proceeds from an ESOP transaction can be reinvested in a QRP to defer capitals gains tax until the positions are sold or upon death, when the heirs receive a stepped-up cost basis.

Areas Served

  • Jefferson County, KY

Broker Links

Affiliations

  • Bachelor of Science in Business Administration from the University of Louisville *** Associates Degree in Computer Information Science from Western Kentucky University*** Accredited Wealth Management Advisor - AWMA*** Accredited Business Intermediary - ABI Kentucky Trucking Association Towing & Recovery Association of Kentucky Towing & Recovery Association of America Professional Wrecker Operators of Florida, Inc. Kentucky Forest Industries Association American Business Brokers Association

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