Why have a plan?

A plan to secure your legacy.

How much do you want to work your business at this point in your life?

How much do you need to work in your business to grow it to the point for you to be able to retire when and how you want? What is your business worth and what does it need to be worth to accomplish your goals? Are the employees you are counting on to run the business without too, ready for that responsibility?
These questions-and others-need to be answered before your role in the company changes.
Taking the time to identify your objectives and evaluate your progress towards your goal maybe the most critical factor in achieving a successful outcome. Without first identifying a destination, it will be impossible to plan your journey.
Legacy Advisors provide advice and support to owners who are retaining their stock as an owner-investor, gifting it to a family member, funding  a transfer  to a key employee or selling to a third party along with many other scenarios. Our planning process will help you create a plan to take care of you, your family, business, employees and customers all  of whom helped get you to where you are today.