Strategies For Wealth

BUSINESS AND EXIT PLANNING FOR BUSINESS OWNERS.

I work with business owners who want to successfully leave their businesses, but don't know how to accomplish that goal. The systematic approach that I use helps owners to take control of the succession planning process, and to maximize the value they receive when they sell or transfer their businesses. We work with business owners to:

 - Create and preserve value within their businesses using tools they already have.

 - Transfer ownership and value as profitably as possible no matter who they plan to sell to.

 - Integrate personal, financial and estate planning goals with the goals of their businesses to maximize profit and minimize tax liability.