Our business model is grounded in our passion for guiding clients through life’s planned and unplanned transitions. The services we specialize in include managing the sale of a family business, navigating retirement and issues in legacy planning. Whatever the transition, we work with you to help make it a successful one.
STRATEGIC EXIT SPECIALISTS
Exiting Your Business
The sale of a business is a time of excitement, opportunity and also considerable financial and personal complexity. It is the culmination of many years of hard work and sacrifice and holds the promise of an entirely new lifestyle for you and your family.
However, the multitude of options and decisions at this critical time can sometimes be overwhelming, and it is difficult to know where to turn and whom to trust.
We bring an uncommon level of experience with the personal and financial elements unique to the sale of a business. We stand beside you as your dedicated business and wealth advisor, offering guidance through this transition and providing ongoing financial leadership, wealth management and family support. Our proprietary method navigates the sale of your company first and then leverages an understanding of your values to define and protect your financial life for whatever comes next.
To learn more about our process for developing an exit strategy, contact us. We will set up a working session to discuss how our approach would address your objectives.
STEPS TO SELLING A BUSINESS
CORPORATE EXECUTIVE SERVICES
A Trusted Resource for Workplace Plans
With over 20 years of serving corporate executives, we understand the demands on your time can leave little left for sorting through the details of your corporate plan and benefit program. We pride ourselves on helping executives like you maximize your available options to ensure you are appropriately protected for risk and that your plan is coordinated across your full team of professional advisors.
Our process begins by helping you articulate your goals, as well as what keeps you up at night. We then complete a comprehensive review of the corporate plans and benefit programs available to you and provide you with specific recommendations. We continue monitoring your options over time to ensure your selections remain appropriate as you move through your career and your life.
Given the typical executive’s travel and meeting schedule, not to mention family priorities, you can count on us to serve as your trusted resource and analyst on compensation and benefits matters. Whether you need someone to evaluate your health care options and identify potential insurance gaps or to create a strategy to address the risk arising from holding a growing concentration of restricted company stock, we can help.