Exit Planning Strategies

If you are a business owner or key executive of a closely held or family owned business, we can help you protect your equity. Our efforts are specifically directed to protecting assets, transferring the business, building for retirement and preserving their wealth. From business valuations to growth and exit strategies, we pride ourselves on delivering a wide range of value-building tools. We provide the following integrated platform to those who retain our services:

  • Business owner planning to privately held and family owned businesses
  • Business valuation*
  • Value-building programs*
  • Business loans*
  • Private placements*
  • Buy-sell analysis and funding
  • Qualified and non-qualified deferred compensation plans
  • Key executive protection
  • Employee benefits programs
  • Exit strategies*
  • Mergers & acquisitions advisory services*
  • Business succession planning
  • Sale of business*
  • Wealth preservation planning

Much of your net worth is likely tied up in the family business. Doesn’t it make sense to coordinate this with all the other areas of your personal financial planning?

We believe so.

*Available through access to third-party, unaffiliated resources

Contact Us To Discuss Your Needs