Business Sale
Does this describe you?
You have sold or are planning to sell an ownership stake in a business.
You want to collaborate with a team of professionals to help you prudently manage the proceeds.
You see the value in working with a fiduciary and fee-only advisor.
Do you want a guide to help you:
– Seize opportunities, avoid mistakes, and uncover blind spots?
– Craft a financial plan to show you what’s possible?
– Optimize your taxes and give to charitable causes in a more tax-efficient manner?
– Manage this money to grow for your family’s long-term benefit?
– Analyze your options for restricted stock, including 12(b)5-1 plans?
Would you like to work with an advisory firm who:
1
Offers distinctive guidance without the incentives of selling financial products or earning commissions?
2
Provides clear recommendations that simplify complex issues, spell out options, and ease decision-making?
3
Prioritizes ongoing and responsive communication, keeping you informed, educated, & empowered?
