If you’ve been following our blog, you’ve probably seen a number of posts over the last few months about exit planning, a complex topic that can be difficult to understand. Exit planning in its simplest form is a well-constructed plan to help a business owner to exit his or her business at a specific date in the future.
The plan helps the business owner maximize his or her finances which includes increasing the value of the business before its sale or the owner’s retirement. A good exit plan incorporates many moving parts – a personal financial review, a business valuation, an estate plan, a strong investment portfolio and much more.
Synergetic Finance possesses expertise in many of these areas, but we welcome the opportunity to work with other professionals to help our clients achieve their financial goals, including estate planning attorneys, CPAs, insurance advisors, business coaches and others. If you fall into this category and want to partner with us to better serve your clients, we’d love the chance to talk with you. Contact us today to set up a consultation call or visit.
We also encourage you to take a look at founder and CEO Joseph M. Maas’ book Exit Insight: Getting to “Sold!” to learn more about the exit planning process. You can read excerpts from the book on our blog, or you can purchase your own copy at Merrell Publishing or Amazon.com.
We look forward to hearing from you!
To your clients’ success,
Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM
Synergetic Finance
