Business Owners: Value Gap
Whether or not you are a business owner or an executive for a company, if you are looking to sell or leave your business and retire, you need to know the answers to questions such as:
- How much will/can I get for my business?
- Can I afford to retire and maintain my current/desired lifestyle?
- Am I confident that I won’t run out of money in retirement?
- How can I stress-test my financial plan for all the “what-ifs” in life?
- Do I know and understand which investment vehicles will generate the highest amount of tax efficient income in retirement?
- How does a stock market downturn affect my ability to retire or stay retired?
- Will I be able to afford high-quality healthcare in retirement?
- Would my assets be drained if I have a long-term-care event, and how would that effect my spouse and other family members?