Broker Check

Business Owners: Value Gap

Client Centered

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?

Do you know the answers? We can help provide you clarity by quantifying this information for you.

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