We consider Exit and Succession Planning to be a very personal service.
Our principal, Cliff Olin, CEPA is personally involved with all clients
from start to finish. Certified Exit Planning Advisors are specially
trained to understand all facets of the exit planning process. Experts
in their field are part of the team that is formed to help the client
successfully exit their business.
To put it simply,
this is all about you, the business owner. Your goals and objectives
are the driving force behind the entire process. Our advice is based
on one underlying principle; “we recommend and do whatever
is in the client’s best interest ….period.”
as an Exit Planning Advisor, we are your advocate and vigorously
pursue any and all options that are identified to be in your best
interest. We will explore all reasonable possibilities that will
further the achievement of your goals and expectations.
and financial success are key parts of a successfully executed Exit
Plan, the client’s personal satisfaction with their life after
exiting the business is equally important to us. We gain significant
job satisfaction when an owner realizes his pre-exit goals and greatly
enjoys his life after business.
What can a well crafted and executed exit plan do for you:
• Lowers business risks
• Avoids asset concentration
• Maximizes value of company at time of exit
• Avoids over or under valuing their company
• Preserves family wealth for later generations
• Lowers or eliminates capital gains taxes
• Creates peace of mind