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Here at Legacy Planning Partners, we help business owner operators assess their business and personal financial readiness as it pertains to ownership transition and retirement.

Regardless of size or 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).

Are you prepared?

Using the proven Value Acceleration Process, Legacy Planning Partners can help you navigate a path to financial success. Here’s what you will get:

1. You will be able to clearly articulate your business and personal financial goals.

2. You will have a coordinated team of professional advisors that is working together for you.

3. You will be able to determine a fair market value for the company.

4. You will be able to determine multiple value enhancement opportunities available to the company.

5. You will be able to develop multiple timing charts to plot out your optimal exit planning situation.

6. You will be able to itemize and describe the pros and cons of each exit planning situation.

7. You will be able to develop a customized set of Business Succession Instructions.

8. You will have an executable tax strategy designed for maximum wealth preservation.

9. You will have multiple business action strategies recommended to you with a cost/benefit analysis for each.

10. You will have multiple personal action strategies recommended to you with a cost/benefit analysis for each.

Our Process

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