Will the value you receive from the transition from your business meet your lifestyle objectives?

  • 80% of our business owner clients are exiting their businesses to retire, they are not serial entrepreneurs.
  • Most of our clients have spent decades working in and building value in their business and hope to receive value upon exiting.
  • The principle fear is “will I have enough money after exiting my business so that I can fund my retirement lifestyle without running out of money”. Other key issues include tax planning wealth transfer, estate considerations, and philanthropic desires.
  • What you share with all business owners is the inevitability that you will exit your business at some point. There are also only a finite number of ways in which your exit can be accomplished. Some level of advanced planning will improve the outcome and give you and your family peace of mind from having a plan.


Contact us and talk about ways we can help you understand and maximize the value of your business