I Own A Business

You have a business plan (presumably) and a marketing plan (of some sort), but do you have a succession plan and a retirement plan?

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As a business owner, you’ve got so many moving pieces to deal with each day, planning for retirement frequently ends up at the bottom of the list.

We work with family run and closely held business owners. A common belief is that “my business is my retirement plan.” And while business equity can certainly be part of a retirement plan, we specialize in helping business owners build value outside of their business. This includes making sure key people are retained and that a workable succession plan is in place, resulting in an effective exit strategy and more robust retirement plans.

Maybe you’ve done some retirement planning but are not confident it all fits together or is keeping up with the changes in your life. Talk to us, and we’ll work with you to create a plan that is directed toward your current goals. Most importantly, we’ll make sure that plan is carried out.