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Succession Planning January 11, 2009

Posted by ronaldfilian in Business & Financial Advise for Business Owners and Key executives.
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You’ve invested years in building your business, now it’s time to convert that sweat equity into wealth. Whether you want to sell your business today, or in five years, we specialize in helping you do it the right way. As your succession-planning advisor we work with you to maximize the value of your company.

As a trusted advisor to business owners with annual revenues under $100 million, we develop a road map for clients that integrate all of the personal, financial, legal, and business issues that are involved in selling a business into one comprehensive package.

The benefits of an implemented plan will reward the owner and the heirs in the following ways.

1. Creates a market for the business interest
2. lets the business continue with less interference from heirs and other owners
3. places a value on the business for estate tax purpose
4. assures the heirs will get a reasonable price for the business interest
5. provides liquidity for the estate.

Finalize a succession plan and put it into place BEFORE it is needed.

As my work is strictly confidential, I urge you to give me a call so we can talk. If it makes sense to move forward, I would then like to schedule a visit at your location to come and see your operation.

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