At Legacy we help business owner operators assess their business and personal financial readiness as it pertains to ownership transition and retirement.
Regardless of size of type of business, every owner needs to be able to make informed decisions about ownership transition. Ownership transition can be voluntary (gift or sale) or involuntary (death or disability). Regardless of how or when the transition event occurs, you need to be prepared with a plan. Your plan must integrate your business strategy (board room) with your personal financial plan (kitchen table).