Business Owner Services
We provide the following services to help guide our business owner clients through a successful exit planning process.
- Create custom financial plans
- Align business, personal, and financial goals
- Assess your businesses wealth gap
- Collaborate with all professionals involved
- Work jointly with all owners, spouses, and family
- Explore a variety of exit planning options ranging from succession planning to an outright sale
- Develop a full exit planning team with other professionals
- Use advanced planning software to model different exit planning options and tax strategies
- Oversee estate planning process
- Evaluate current life insurance benefits and assess how we can provide value for estate planning needs
- Assess charitable intent and develop giving strategies
- Review real estate and assess options including a1031 exchange