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Business Planning

Client Centered

You’ve poured your blood sweat and tears into your business and against all odds, succeeded and maybe even thrived!  Congratulations, you’ve realized a share of the American Dream—well done.  Now if only you could hand the business off to your younger self so it would keep providing for you and your family while you enjoy the success you’ve earned.

Unfortunately, it may not be that simple.  Fortunately, it doesn’t have to be impossible.

We specialize working with the principals of closely-held businesses to help them turn the equity they’ve built in their businesses into a comfortable retirement for themselves, or possibly into a career path for their children.  

Our process helps the business owner leave their business on their own terms, whether that means getting bought out by their biggest competitors—at a premium price—or keeping the business in the family, or identifying and retaining the management team who will be ready to buy them out when the time comes, whether it’s planned or not.

We can also help coordinate the benefits you offer your employees and maximize the tax benefits that owning your own business means to you.  

Call us to start a conversation about planning for your exit from or the continuation of the business you’ve built and coordinating that plan with the rest of your financial life.

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