Where to Start?
As a small business owner who is looking to retire, it’s important to know the options available to you. Each exit strategy has pros and cons that you should know before you choose a path.
Check out this article to learn more. Once you’ve had a chance to think it over, give me a call and we can discuss which plan would work best for your business.The 8 Exit Strategies for Business Owners
As a Certified Business Consultant, we provide personal wealth management to small business owners and physicians running their own practices, helping them grow their enterprise value and net worth all with retirement planning and exit strategies in mind.
Each one of our clients has worked hard in their career to get to where they are today and are looking for our help to take their business to the next level through comprehensive planning, addressing issues such as:
- Growing their business
- Safely growing and protecting their assets
- Minimizing taxes
- Attracting and retaining key employees
- Having a succession plan in place that protects the business, its employees and the family of the owner(s)
- Planning their timely exit from their current business in a tax-efficient manner
- Efficiently transferring their wealth to the next generation