Broker Check

Exit and Succession Planning

Owning a successful business is not an end in itself. Rather, it is a means to an end. We will work with you to help protect and preserve the wealth contained in your business – and create a strategy to capitalize on that wealth on your terms.

If you’ve begun thinking about your eventual exit from your business, click here to take a brief questionnaire to provide you with your custom Business Exit Readiness Index™, an online assessment that can assist you in determining your financial and mental readiness for your exit. There is no fee to take the assessment and your answers are sent immediately to your e-mail and kept completely confidential.

Buy/Sell Analysis

Buy/Sell agreements are necessary tools for business succession for any business with multiple owners. A Buy/Sell agreement determines the necessary steps owners must take if they choose to sell their interest in the company, or in the event of death, divorce, disability or retirement. Having an agreement in place helps to ensure a smooth transition for the business during an unexpected event. If you have a Buy/Sell agreement in place, we will analyze it to ensure it reflects today’s current needs. If your business is not supported with a Buy/Sell agreement, we will help you design one that is supported by the appropriate life and disability insurance to minimize your risk.