I am more ready than ever to put together a plan to exit my business.
We have over thirty years of experience providing business succession planning for a small number of successful families. Learn about our 5½ step process that incorporates advanced financial planning, risk mitigation, tax & estate planning, Go tax free and more.
Our 5½ step process helps a business owner maximize their financial return, minimize their tax liability, plan for contingencies, and successfully transfer their business.
“Good fortune is what happens when opportunity meets with planning.”
Sheryl loves the business she built but she is ready for a change. Sheryl carved out a unique niche and owns valuable intellectual property rights. She has several loyal employees she wants to make sure are protected. Her adult children have no desire to run the business. Her elderly mother needs more care. Sheryl would like to be there for her, and also for her grandchildren. We:
Helped Sheryl through the 7-step exit planning process
Introduced her to our expert network team who
Did a valuation of her business
Listed and sold the business
Planned for the taxes and hidden retirement costs
Created an investment management plan
“Thank goodness I found you,” Sheryl says. “Anytime I need something, I know who to call!” Sheryl finds time for personal pursuits and has since rekindled relationships that went on the sidelines while she was a busy professional. She is ecstatic!
A year ago, Bob had a stroke. As a partner in a successful law firm and he felt he had no one he could trust. His wife, Susan, had no interest in financial affairs, completely trusting “her Bob.” He was worried about his health and his family’s wealth. His daughter was financially irresponsible, and his son had drug dependency issues. Bob wanted to make sure his family did not fritter away all his money. We:
Created a financial plan
Prioritized the estate plan, protecting Susan just in case something happens to Bob
Created trusts to care for the kids
Empowered Susan by speaking in terms she could understand
Helped Bob with the transition of his business to another partner
Delivered ongoing investment management
“Money is a powerful influence,” says Bob. “My financial advisor keeps me informed and my family safe.” In his new role, Bob has improved health and happiness.
Dave was preparing his business for sale when we first met. He had been solicited directly by a potential buyer and did not know whether the value was fair, or not. It was a large amount of money and he was worried about the tax liability. Additionally, he did not trust the out of state buyers would be able to pay and had questions about their ability to run the business. We:
Started with an exit plan
Assembled our usual expert team
Discovered that Dave could use a little-known tax advantage called Qualified Small Business Stock
Approached the buyer with the expert team, and renegotiated the deal in Dave’s terms
Implemented a wealth management plan
Ongoing investment management for Dave’s company and his family
“I’m happy as long as I have enough money to buy gas and groceries and go fishing,” says Dave. His success came years after the initial engagement. The original buyer faded away when they realized they could not take advantage of him. The expert team found a new buyer, who gave Dave more than he thought he would ever get. Now Dave has time to go fishing all over the world.
An initial conversation with one of our experts is always free of charge.