Sell, Exit or Transfer
5 - 10 Years Before transition
You’ve put everything you have into your business throughout the years and we want to provide you with the highest level of care, accuracy and support during one of the biggest financial events of your life.
On-going holistic financial planning, support and advice though the sale and beyond (24-hour response time)
Annual or Biannual Reviews
Addressing the best options for structuring the sale or transition to help maximize gains and minimize taxes
Planning for current and future income needs
Retirement, Legacy and Estate Planning
Philanthropic and Planned Giving
* We can help support, streamline or coordinate with your existing financial relationships.
WE KNOW IT'S IMPORTANT TO...
Balance maximizing your return while addressing current and future financial needs, for you, your family and your partners.
We aim to help you retain as much as possible, while aligning your financial plan for whatever comes next.