Business Exit Planning

Business Exit Planning

Business Exit Planning, Less than 25% of all closely-held businesses transfer to new owners.

The rest often close their doors... and lose all the wealth they built-up in their business.

If a business owner fails to plan properly, they will most likely lose some, or sometimes ALL of the value built into their business.

Are you one of these business owners?

We can help! click here to schedule a free, no-obligation conversation!

  1. Do you know your exact retirement goals and what it will take — in cash — to reach them?
  2. Do you know how much your business is worth today, in cash?
  3. Do you know the best way to maximize the income stream generated by your ownership interest?
  4. Do you know how to sell your business to a third party and pay the least possible taxes?
  5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?
  6. Do you have a continuity plan for your business if the unexpected happens to you?
  7. Does your family have financial security if the unexpected happens to you?

We can help! click here to schedule a free, no-obligation conversation!