Personally Invested In Your Future™

Succession Planning for Business Owners

Private business owners and entrepreneurs are very good at creating value within their companies.  Many business owners wonder, however, whether they can actually retire—even if they have created extraordinary wealth from years of hard work.

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:

  • 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.


We do that by helping you achieve the following two objectives.

(click on either of these to get more details)

CASE STUDY – Click here to read a case study of how we work with owners of closely-held businesses.



The Buyout Barometer assessment is the first step to gauge your preparedness for transition into retirement. Click here to take the assessment. It only takes 5 minutes to complete. After you are completed, you will receive your initial report. (Here is an example of what that looks like.)


We start with a 15-minute initial phone conversation. This complementary consultation will help assess whether there are any possible opportunities for you to reduce taxes, minimize risk, or create sustainable income. Just provide your contact information below so we can schedule a call.


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.