Securing the Future
Business owners know how easy it can be to get lost in the day-to-day activities of running a business - sometimes they lose sight of the future. We offer sophisticated, customized planning solutions that help business owners increase, protect and harvest wealth from professional practices and closely held businesses to secure the future they deserve.
Creating Lucrative Exit Strategies
Specifically, we help entrepreneurs leave their businesses with health, sanity and fair compensation for what they have created. Using the Business Wealth Model as guide, our experts help clients systematically work through the complex and challenging issues of business succession planning. We work with existing advisors, and can also recommend specialists to facilitate the process.
First, we take the time to understand your life, your priorities and your thoughts for the future. We then work with you to determine the income that is necessary to enjoy and enhance your standard of living. Next, we analyze your current portfolio and savings rates to determine your net worth at retirement. The gap between these two numbers can determine the desired sale price for the business. Our process harnesses both the strengths of your other professional advisors and your entrepreneurial spirit to close that gap.
Moving On - and Ahead
Careful exit planning can help you mold your business into the ideal shape for your chosen exit option. Whether maximizing sale price to a third party, grooming successors either from existing management or members of your family, a good plan empowers you to make a transition on your terms when the market is right.