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 a Free Assessment

Our team has worked with entrepreneurs extensively over the last twenty years, and here are just a few of the common concerns we have heard and helped with:

  • How much do I need to “net” from the sale of the business to be financially independent?
  • Is there any planning I should be doing to reduce my taxes?
  • How will I “get paid” for the next several decades after I sell the business?
  • What should I be doing to maximize the value of the business prior to sale?

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. Take the assessment. It only takes 5 minutes to complete, after which you will receive your initial report.

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Complementary Consultation

We start with a short 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.