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Exit Planning Strategies

We can assist business owners and key executives of closely held or family owned businesses as they work to maximize their equity. Our efforts are specifically directed to protecting assets, transferring the business, building for retirement, and preserving their wealth. We provide the following integrated platform to those who retain our services: 

  • Business owner planning to privately held and family owned businesses 
  • Business valuation* 
  • Value-building programs* 
  • Business loans* 
  • Private placements* 
  • Buy-sell analysis and funding 
  • Qualified and non-qualified deferred compensation plans 
  • Key executive protection 
  • Employee benefits programs 
  • Exit strategies* 
  • Mergers and acquisitions advisory services* 
  • Business succession planning 
  • Sale of business* 
  • Wealth preservation planning 

For most business owners, much of their net worth is tied up in the family business. Doesn’t it make sense to coordinate this with all the other areas of your personal financial planning? We believe so. 


*Available through access to 3rd party unaffiliated resources