Meh. Wouldn’t it be fun to tick off all the items on your bucket list?

Quite frankly, this may not be the best option, and it is unlikely to fund your retirement.

Wouldn’t that be the dream? But who would buy it? And how much would they pay? And how do you find a buyer?

Here’s the thing, I’ve been in business a long time and I have sold my own business. I have seen too many people simply close their doors with nothing to show for it. I found the idea of building a business to sell a compelling idea and studied exit planning specifically, and we have a process.

First, let’s have a conversation.  We’ll determine what you want. Then we’ll work with your attorney and financial advisor to determine what you need for retirement. Then, we’ll assess your business and give you options, so that you can choose the best one for you. Lastly, we’ll work with you to put in place a plan that will ensure that you’re in exactly the place you envision when you’re ready to step out the door.