Why Plan Now?

You are not alone

Baby Boomers Like You own more than 12 million businesses.

In the next 10-years, it’s estimated that 70% of those businesses will be sold. Supply could outweigh demand.

More than $40 trillion of assets reside in those small businesses. If you’re like most business owners, your assets are tied to your companies day-to-day operations.

If you can’t exit your business and Tap these assets, how will you retire?

There’s good news. Only 13% of business owners have an exit and succession plan. You can beat what’s being called the “silver tsunami.” You can easily get ahead of the 12 million business owners in the same situation but creating a plan for you and your business with a Legacy Advisor.

Endorsed by noted entrepreneurial author Bo Burlingham Legacy Advisers plan is is a uniquely designed five-phased holistic approach that incorporates both your personal and professional goals.

Your Legacy Advisor will work with you and your family to create a comprehensive plan that identifies more specific goals and evaluate your needs. Your Legacy Advisor utilizes your goals and needs to design a customized roadmap and help you implement your plan and monitor your progress.