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Business Exit Strategies have many potential paths

At some point, you are going to leave your business. The questions are:

How?

When?

And, on what terms?

Many business exit solutions exist

You are familiar with the typical business exit solutions such as mergers and acquisitions (M&A), private equity, employee stock option plans (ESOP), succession plans and business exit planning.

No matter where you are in your business journey, the next step has crossed your mind. There are many business exit solutions to evaluate. Which one is right for your legacy, your employees, your customers and your retirement?

We make the complex manageable

You are focused on your successful business, that is what you do best and researching business exit solutions takes time and it is complex. Your business is your largest asset, developing a strategic exit plan is a critical component to your overall financial health.

We partner with business owners to navigate the exit planning process which identifies the wealth gap between personal wealth and business exit. The goal of this process is a planned exit regardless of which exit strategy is implemented.

  • Business Valuation Calculator

    Need a preliminary business valuation to estimate how your business may support what you plan to retire to? 

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  • We have a holistic approach to planning that includes:

    Tax Planning

    Financial planning with a tax efficiency mindset. 

    Risk Assessment

    Seek to protect what is important to you by defining your risk tolerance.

    Invesment Management

    Tailored account objectives to support the pursuit of your goals.

    Estate Planning

    Stay on top of the regulations that affect your business. 

    About us

    Our financial professionals will review your entire portfolio, including business value estimates, personal financials and personal goals.

    clients

    Our services are tailored to the unique needs of each client. We confidentially work as part of your team, understanding your needs and what matters to you.

    ✓ 401(k) ✓ Solo 401(k)
    ✓ Business Exit Planning ✓ SIMPLE IRAs
    ✓ Business Valuation Estimates ✓ Explain ISO Grant Management
    ✓ Explain Defered Compensation ✓ Business Risk Management
    Our Services
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