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As a business owner, you have specialized financial planning requirements. You need a wealth management strategy that will not only help secure your family's financial future, but also answer the question of what will happen to your business when you choose to take a less active role.  Whether you choose to transfer out of your current role or leave the business altogether, a business succession plan can help ensure the orderly transfer of ownership to your partners, other family members or your heirs.

We find that navigating buy/sell agreements and quarterbacking partnership discussions are among our most valuable services for business owners. We provide assistance and guidance in negotiating, creating and implementing business agreements between partners, family members and executives in companies of all sizes. In many cases, existing agreements are incomplete and expose owners to inappropriate risks. Our work identifies and closes these gaps.

Whether your company remains in the family or if proceeds from an exit strategy become a sudden windfall, it is important to coordinate estate, investment, and financial planning.  We know the right questions to ask, the common mistakes to avoid and the tools that will help you reach your goals.


Business Exit Readiness Index (BERI) Survey

Have you thought about an exit strategy for your business? As a business owner, you are faced with many serious questions such as:

  • What is my business worth?
  • Do I need a buy/sell agreement, and if I have one – does it do what it is supposed to do?
  • Will I keep the business in the family?
  • Will I be able to retire with confidence?
  • What does my exit strategy look like and how will it impact my taxes and estate?

Whether you want to transition your company in 10 years or 10 days, our Business Exit Readiness Index (BERI) will help you get on the right path. A free six-page report, customized to your answers, is generated after a short 10 minute survey.

Click here to take our 10 minute, 20 question online assessment that can assist you in determining your financial and mental readiness for your exit. There is no fee to take the assessment, and you will receive a free six page report customized to your answers. This report is sent immediately to your e-mail and kept completely confidential (your answers will only be shared with us if you select the box on the initial page).