Personally Invested In Your Future™

Succession Planning for Business Owners

Will Your Exit Strategy Prepare You For Retirement?

Get Help With Your Succession Planning

Take the Assessment

Many private business owners and entrepreneurs, after decades of creating value within their companies, wonder whether they can move on from their business and enjoy financial independence.

Brown and Company’s wealth management team has worked with entrepreneurs extensively over the last 20 years. We can help identify what needs to be done so that, when you sell your business, you can confidently pursue a successful retirement.


The Buyout Barometer®

The Buyout Barometer® is our proprietary tool that helps business owners assess whether they can sell their business and confidently pursue a successful retirement. Our process involves helping you to achieve the following two objectives (click on either to get more details):


Take Our Free Assessment

The Buyout Barometer assessment is the first step to gauge your preparedness for transition into retirement. It only takes 5 minutes to complete this free initial assessment.

Take the Assessment »
Complementary Consultation

We start with a 15-minute phone conversation to assess your opportunities to reduce taxes, minimize risk, and create sustainable income. If interested, please provide your information below and we will be in touch to schedule a call.

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DISCLAIMER: This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.