Client Solutions

Business Owners & Professionals

 

New Expertise added for our Business Owner clients!

Over the next 10 years, 79% of business owners will be exiting their businesses but only a few have a comprehensive plan to do so successfully.

  • Do I sell to an outsider?  Do I sell or transfer to my children? What if only 1 child wants the business and the other doesn’t?  how do I compensate?
  • Is my business ready for a sale?  How do I increase its value so that I can retire comfortably?  How much do I need to retire? What is it really worth?

We can help with answer all these questions.

Did you know that a successful plan to exit your business needs to begin anywhere between 5 to 10 years beforehand?

Through their CExP™ designation Chris & Paulina have the knowledge and understanding necessary to perform comprehensive, professionally executed Exit Planning services that meet the objectives of their business owner clients.

For more information or to set up an appointment to discuss your business,

please feel free to contact our office. 

 

 

 

Business Exit Planning

Starting from identifying your goals and objectives of exiting your business, all the way to implementing the plan, we organize and manage every aspect of the process. Exit Planning requires the coordinated efforts of several advisors – minimally a CPA, attorney, business evaluator, and financial or insurance professionals. Skilled advisors in succession planning can help you to achieve your goals.

Visit Exit Planning Site