As a Business Exit and Retirement Income Planning Specialist, I help Business Owners solve one of their biggest and most critical problems – planning for a successful exit. I do this using a consultative approach and comprehensive service.
My clients come to me when they:
✔Want to transform their business value into lifetime income and significance
✔Want to achieve a worry-free retirement
✔Want to exit their business on their terms
✔Want to minimize taxes on the sale or transfer of their business
✔Want to better incentivize key employees to grow the value of their business
The landscape has changed for business owners, and my clients are tired of putting their energy into worrying:
❌ if they will be able to achieve an optimal business exit
❌ if their business and financial success might bring unhappiness to their children
❌ about having enough lifetime income to continue their successful lifestyle
❌ if they’ll be prepared when an exit opportunity comes knocking
❌ if they’re doing the right things today to minimize taxes tomorrow
With just a few months of focused planning they’re frequently able to:
🎯Understand what their exit/transfer options are
🎯Have a plan for incentivizing key employees that helps retain and attract them
🎯Create a strategy that they can execute at their pace and timing
🎯Have a comprehensive business continuation plan
🎯Have confidence that they are being tax wise today and can continue to be tomorrow
How can I come alongside you and help?
You’re in the business of creating value.
Yet you spend the bulk of your time on current business issues, and not nearly enough time and energy on the long game of unlocking that value.
That’s where I come in.
I’m here to help you focus on unlocking that value.
If you’re ready to step back and take an honest look at where you are now and where you want to be in 3-10 years, then I invite you to send me a message here on LinkedIn, or schedule a quick 15-minute introductory call where we can chat about your specific wants and needs.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #OF11617.