Whether you are a business owner looking to decrease or separate your interest in a business via internal transfer to key employees or partners or planning an external sale of your firm, it is as much an emotional journey as financial when it comes to parting with a business you have worked so hard to bring to life. This added layer of complexity to exit planning should fit both your lifestyle and your finances.
Using our Cornerstone Vissions™ Strategy Sessions process, we will get to the core of understanding what and who is most important to you to develop custom plans to deliver on those needs.
