Our team will work with you and your advisors to select and design a strategy that fits your goals, assets and circumstances. We have significant experience in helping farmers, business owners and other high net worth individuals with income tax and liquidity planning for farm and business succession.
David W. Holaday, ChFC, CAP®
Dave has over 30 years of experience as a financial consultant. He is the founder and Managing Member of Farm Exit Solutions, LLC, a highly specialized company that offers tax and liquidity strategies to sellers of farms and agricultural businesses. He is also owner of Wealth Design Consultants, LLC which provides advanced planning support services to lawyers, financial advisors and accountants. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing tax, legal, insurance, and investment advisors.
Jeff Saunders, JD, CPA
Jeff is a partner with Adinamis & Saunders and has been practicing law for 28 years. He specializes in income tax, business, estate, and charitable planning. Jeff brings a collaborative approach to solving complex business problems. He is a Certified Public Accountant and a Certified Civil Mediator. Jeff was admitted in 1992 to Indiana US District Court and in 1993 to Norther & Southern District of Indiana, US Tax Court. He graduated J.D. magna cum laude in 1992 from Indiana University Law School and B.S. magna cum laude, 1986 from Ball State University.
The information we offer here is deliberately brief because some of our concepts are proprietary.
- Please contact us for a complimentary, no obligation consultation. We can quickly determine if one or more of our strategies may be a good fit for you.
- After that, we can provide detailed due diligence materials for you and your advisors to review.