A comprehensive seven step process with custom designed retirement exit strategies, that include financial, estate, tax and business succession plans which allow the business owner to exit the business in style, retaining maximum wealth, leaving nothing behind but the stress. This process allows business owners to avoid the six planning mistakes that can kill a business:
Mistake #1 – “I know what my business is worth”.
Mistake #2 – “I’m too busy running the company”.
Mistake #3 – “That’ll never happen to me”.
Mistake #4 – “There’s plenty of time for that”.
Mistake #5 – “My business is my retirement”.
Mistake #6 – “You can’t beat Uncle Sam”.
These services are provided by our affiliate firm, Strategic Wealth Accumulation Team, LLC (SWAT). Further info can be obtained through our link to SWAT on the Links section.