Schedule a 90-minute complimentary Sounding Board Session at our offices with our Business Owner Planning Group. We will hear your thoughts, answer your questions and possibly provide you some salient points to think about and consider as it relates to your business and your family’s financial plan.
Fill out the Request Submission below and we will follow up with you to schedule a date and time to meet with you alone or with you and your partners, at No Charge.
A business exit can become a train wreck unless it gives an owner financial security and the ability to meet all his/her other exit objectives. These other objectives include leaving your business when you choose, and achieving the soft objectives you may have related to your family, community, favorite charities, legacy, etc. If you attempt to execute your own Exit Plan or with an advisor who has little Business Exit Planning experience, you may waste valuable time, endless energy and receive far less than you anticipated and possible negatively impacting your family’s lifestyle.
Working with a team of advisors that understand financial and estate planning, tax mitigation, value building, family dynamics, and how to motivate, incentivize and retain key employees will add tremendous value and enhance your ability to obtain your financial objectives.