If you answer “Yes” to any of the below questions, you have come to the right place!
Is your wealth locked up in your company?
Have you thought about the transition of your business?
Are you anxious about how to best protect your family, your business, and your retirement if something unforeseen should happen to you?
Are you concerned about your ability to get more money out of your business on a tax advantaged basis to plan for your retirement?
Are you curious about the best way to structure a business succession plan for your benefit or for the benefit of your family or your business partner(s)?
A consultation comes at no cost, and we can review your current exit plan and create an action plan to where you want to be.
*Neither Eagle Strategies nor any of its Financial Advisors provides tax or legal advice. Clients should consult with their own qualified professional(s) to evaluate their individual circumstances.
We want to build a custom Exit Plan built on what your situation dictates. Completing an initial workbook assessment will help us find which sectors need to be improved in order to ensure with your exit plan.
There needs to be an experienced Team of Advisors in place. One Exit Planning Advisor to facilitate and additional advisors for recommendations on how to proceed.
There needs to be a positive cash flow from the business. This will interest an outside third-party purchaser as well as an internal purchaser’s future cash flow outlook.
Once you leave all the company wisdom does as well; unless you have established a team to stay behind to continue to run the business.
It will take time to develop the exit plan and necessary actions to get you to each step.