Our job is to help business owners create a succession plan that can be very helpful when the time comes that they retire or take an exit from the business. We believe that planning ahead can be beneficial as this makes you aware of the value that your business has today, and keep track of how it grows over the years. This way, you'll get a perspective of how your business is doing on a financial aspect and with our help, we guide you on how to make it better.
The business is led by Patrick Carroll, author of Tame Your Money Elephants (Apple Ridge Press, 2016) and creator of The Lifestyle Protector Process. Exit planning, as believed by Patrick, should carry the business owner's personal financial goals. What we are about to plan for your business' sake should also reflect on your life goals. The amount that you would be getting after you have retired from your business should turn out to be the greatest ROI in your life. Other businessmen may think that planning too early is unnecessary but we guide you step-by-step, helping you realize that this is a process, and is tracked along with your business, preparing for every possible situation that may arise prior to your exit.
How your business is doing today, may change over the following years and it is inevitable. With this, and as your advisor, we keep track of your goals and revisit your exit plans to help you stay up-to-date and confident that you and your business is prepared for anything. No matter what your exit path is, our work is driven to address you and your goals for your business, securing you the future you deserve. Call us today at 301-990-4395 for a free consultation.
Comprehensive Holistic Business Owner Financial Planning, Exit Planning, Transition Planning, Owner-Based Planning, Financial Planning, Wealth Management, Related Online Real-Estate