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Agents / Brokers
 
 
 Succession / Full or Partial Divestiture : Click the following to request assistance by webinar
 
 
                                                              
                          Click for "Business Family Succession Planning"      
                                 (if opens in PowerPoint, click on "slideshow", then "start from beginning")
 

 BUSINESS SALE SERVICES

We provide Free Exit Planning & Valuations for Business Owners thinking of selling their business. You get:

· An evaluation of how much the business would sell for now.

· Ways to get the most money from a business sale – after taxes.

· What can be done to get your business "in shape" to increase its value.  Click for Forensic Accounting.

We want to be your advisor whether you want to sell immediately after our evaluation or wait several years. We will be prepared to sell your business when you are ready to sell it.

 

Do younger family members of the elder owner wish to buy the ownership from the senior generation or from outside shareholders? A buyout firm can provide the financial resources so the active family members can secure operating control and a significant equity ownership, while the elder selling shareholders achieve liquidity. This ensures that the business stays within the family and maintains its identity with the community.

We provide fully integrated advisory services providing top notch sales and financial professionals as the "deal makers" for each of our clients. Two brokers work on each sell side assignment. Our attention to the details is the hallmark of our success in selling our clients' businesses.

Our practice is based on the belief that a successful business sale/acquisition requires knowledgeable participants and a sense of positive gain to both the buyer and seller. By providing comprehensive assistance before, during, and after the sale/acquisition, we assure our buyers and sellers the greatest possible opportunity for financial success.

 

 

 Click for "Needs" Calculations

Information and interactive calculators are made available as self-help tools for independent use

and are not guaranteed for their accuracy or their applicability to any individual circumstances. You

are encouraged to seek personalized advice from qualified professionals regarding all personal

finance issues. This analysis is based solely onthe information provided by you. All examples, if

any, are hypothetical and for illustrative purposes and do not represent current or future

performance of any specific investment. No guarantees are made as to the accuracy of any projection.

 

                                       
    Click for small business Retirement Plans         Click to Re-engineer retirement w/ Roth IRA
                                                                                                       (opens in PowerPoint, click on "slideshow", then click "start from beginning")
 
 

 

                                                                             
                 Click for "Road to Retirement"                 Click to "Build Your Financial Home" 
                                                          (if opens in PowerPoint, click on "slideshow", then "start from beginning")
 
                                                                          
                                      Click for "Estate Planning"                                     Click for "Business Family Succession"
                                                         (if opens in PowerPoint, click on "slideshow", then "start from beginning")
 
                                                                
                                                                                       "Needs" Calculation from PacLife
 

 

Not Legal/Accounting Advice
The information presented on this Web site is not to be construed as legal advice. Legal advice must be tailored to the specific circumstances of each case. Every effort has been made to assure that this information is up-to-date as of the date of publication. It is not intended to be a full and exhaustive explanation of the law in any area. This information is not intended as legal advice and may not be used as legal advice. It should not be used to replace the advice of your own legal counsel.