As a business owner, the earlier you start planning to exit your business, the more options you have.
Begin with the end in mind. Know what you need and what you have.
Your personal written financial plan will tell you what you need to net from the sale of your business to provide for a comfortable retirement. If there is a gap between the valuation of the business and what you need to net from the sale of your business, it’s time to go to work strategically.
Determine your best options for exiting your business.
Is it a sale to key employees or family members, an open market sale, or an employee stock option plan (ESOP), etc.
As Certified Financial Planners™, we assist you in building your exit planning team starting with a well-qualified CPA and corporate attorney.
Strategies to help you keep as much of your hard-earned money as possible:
Know what you need and what you have. Your personal written financial will tell you what you need to net from the sale of your business. If there is a gap between what the business is valued and what you need to net from the sale of your business, it’s time to go to work strategically.
Sale to key employees, open market sale, employee stock option plan, etc.
Build your exit planning team starting with a well-qualified CPA, CFP, and corporate attorney.
Retirement Solutions Inc.
Office: 760-603-0700
Fax: 760-603-0710
Email: chelberg@2rsi.com
5857 Owens Avenue
Suite 110
Carlsbad, CA 92008
Series 7, 24. 51, 63, 65
© 2022 Retirement Solutions Inc.
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© 2022 Retirement Solutions Inc.
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