Business & Transition Planning | Oregon Pacific Financial Advisors

Business & Transition Planning

For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement.

Schedule Your Consultation Today

Schedule Your Consultation Today

To begin discussing your business transition, schedule your consultation today. Call our office at (541) 772-1116 or click below for our online calendar.

The 8 Exit Strategies for Business Owners

Review the eight exit strategies that small business owners like you should consider when planning for the future.

Estate Planning Actions for the Small Business Owner

Review three basic conversations you should have as you begin to develop your estate plan.

Mitigating Risks for Small Business Owners

Learn about the four types of risk impacting small business owners and the simple steps you can take to create a risk management plan.

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