You CAN exit your business on your terms on your timeline
so you CAN transition to the lifestyle of your dreams
with the wealth to pursue your reinvention
(new venture, adventure, avocation, hobby, retirement).
When the time is right, it is mission critical for you to get out of business with the financial freedom to pursue your reinvention.
We know you are running a business. You know you need to figure out how this whole succession and exit process works but may not have the time, team or training to get it done on your own.
That’s why we created Exit Strategies for Wealth(tm) to help you streamline your exit whether you want to sell, scale or groom a successor.
- Are you an entrepreneur leading a hyper-growth company?
- Are you the CEO of an established business on the fast-track to accelerated growth?
- Or are you a baby-boomer business owner who needs to fund retirement/reinvention?
- And are you looking to maximize the value of the business you’ve built to achieve your personal financial security?
To avoid potential pitfalls that could derail your exit transaction; you need plans and strategies leading up to and following that event to be in place well before the deal is done.
Please contact our office if you would like to discuss your objectives and timeline in confidence.
Kerri Salls saved my business. A dozen experts and CPAs could not do what she did. I can now sell my business and exit profitably! Thank you seems so inadequate. You are amazing.
Gay Finkelman, Genie Publishing, Sarasota, FL