If you are a business owner, let us help you think about when & how you can reap the rewards of all of your hard work.
Getting caught up in the day-to-day challenges in your business can mean you have little or no time to think or plan for life after you decide to exit your business. However, taking the time to develop a solid succession plan can drive the growth of the business, reduce taxes, and set the stage for retirement. If your current or long-term objective is to sell your business or transfer ownership to a family member(s), as a professional advisory team we are experienced in working alongside your accountant, tax consultant and/or your other business advisors to provide expert, independent retirement, and investment planning advice.
We produced a guide “The role of investment planning in a successful business exit” to assist business owners in achieving a successful business exit.