The Exit Plan -- Timing and Teamwork are Critical:
For most business owner, the single most important event in their financial lives will be their exit from the business. But, according to the Exit Planning Institute, over 75% of business owners wind up regretting the sale of their company because it did not accomplish their business or personal objectives. Our team incorporates exit strategies into the financial plans of all owners so that they are always prepared to evaluate exit opportunities on short notice.
The team I work with offer specialized services and extensive experience in a wide range of industries allows us to serve a wide range of business owners and their advisors, including:
We have direct access to a wide range of related services for preserving, protecting and transitioning your assets, including:
Trustee & Fiduciary Services
Investment Management Services
Real Estate and Specialty Asset Management
Business Advisory Services
Commercial & Investment Bankers
In addition to creating an exit plan well before it is needed, we also assembles a team of expert that clients can rely on for a wide variety of services related to the sale or transition of the business. You can expect us to maintain a team of alliances with deal-oriented professionals who focus on preparing businesses for transactions and shepherding them through the process.
Few transactions require all of these resources, but I’ll help clients connect with the individuals needed to manage expectations and maximize value at this critical juncture in the life of the business and the owners.
FINRA Registered representative Series 7, 10, 31, 63, and d 65, Maryland insurance licensed,
CERTIFIED FINANCIAL PLANNER™ professional designation.
Well Fargo Advisors and its affiliates do not provide legal of tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.