Business Succession Planning

For business owners looking to create an exit plan, we help with…

  • Continuity planning
  • Finding the right buyer
  • Avoiding overpaying taxes
  • Reducing unnecessary stress
  • Prepping the business for sale
  • Fairly valuing your company
  • Creating your unique exit goals
  • Envisioning life after retirement
  • Ensuring good faith negotiations
  • Developing a timetable to meet your exit needs
  • Being proactive & maintaining control of the exit process
  • Avoiding pressure from outside people & circumstances
  • Evaluating all available options for transfer or sale of your practice
  • Maintaining confidentiality throughout the exit planning/succession planning process
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  • Services Snapshot

    Financial Services For Individuals
    • Starting Out/Starting Over Coaching
    • Financial Planning
    • Investment Management
    • Asset Protection
    • Estate & Philanthropic Planning
    • College Funding Service
    • Divorce Planning
    • Senior Lifestyle Planning
    • Life & Career Planning

    Financial Services for Businesses
    • Succession Planning
    • Business Retirement Plan Consulting
    • Business Protection

  • Events

    Stay tuned for a full list of our 2018 Workshops!

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