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.
Retirement Plans for Business
Attract and retain employees, offer them an easy way to save for their future and support their pursuit of financial freedom.
Business Valuation Calculator
Need a preliminary business valuation to estimate how your business may support what you plan to retire to?
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.
Our financial professionals will review your entire portfolio, including business value estimates, personal financials and personal goals.
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 |
Want more information?
All information on this website is for informational purposes only.
No information constitutes an offer to sell or buy a security or is a form of investment advice.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and exit planning services offered through Total Clarity Wealth Management, Inc. a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The 5 D’s infographic and Owner Dependency Infographic were provided by the Exit Planning Institute.
Information and interactive calculators are made available to you as self-help tools for your independent use and not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Total Clarity Wealth Management and LPL Financial do not provide business valuation or legal services. Please consult your legal advisor regarding your situation.
