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Plan For Your Business

The American dream is alive and well - and you are proof. As a self-made business owner, you have accomplished what only a small percentage of individuals ever will. You’ve dreamed, you’ve worked hard, and you’ve established a company that not only supports you - but the lives of every person you employ.

As a key component to your overall wealth, your business is a closely held asset you can’t afford not to protect. While most people focus on traditional stocks, bonds, mutual funds, and investments to secure their financial future - you are not like most people. Your company is your nest egg - and whether it represents 50 or 80 percent of your net worth, it is an integral part of your overall financial picture. Designing a strategy today that outlines what the business will look like in the future is essential to the business itself and your long-term financial well-being. 

The complex nature of your wealth demands a plan that will protect it. A strategy that anticipates the nuances you face as a business owner. You deserve to collaborate with a firm committed to your holistic financial wellness that has insight into your position as a business owner and the steps necessary to preserve and manage your wealth.

We use the BEI Seven Step Exit Planning ProcessTM, which is comprehensive enough to address all of the elements required to create a successful Exit Plan and flexible enough to work with your planning style. A staged approach will prioritize the elements of your Exit Plan and allow for the completion of each component thoughtfully and sequentially, rather than all at once. We start with identifying the components of the exit plan that you determine can most quickly be leveraged for positive outcomes. We then create a schedule for addressing each component in the appropriate order so that your exit and succession go as smoothly as possible. 

The way you exit the company you built is completely up to you; we are a tool that helps you achieve your best retirement.

Plan Components

  1. Determine your objectives.
  2. Determine your business and personal resources.
  3. Design a strategy.
  4. Review your plan.
  5. Present your plan to constituents.
  6. Implement your plan.

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