Managing your family’s wealth successfully is something that requires effort and stewardship. We have significant local and national resources when needed to collaborate with us in the areas of Personal Estate Planning and Business Exit Planning.
National Resources
A business transition is a dynamic process. Working with our team, our process, our national resources, and your local professionals we can help develop an integrated plan for both your business transition and your personal wealth.
Once you work though our Value Acceleration Methodology and before you entertain any deals or offers, utilize our national resources. Through our 20+ year relationship with City National Rochdale we are able to offer to select business owners access to their Private Wealth Solutions and Business Advisory Teams.
We have dedicated specialists at City National Rochdale and City National Bank who we can bring into the process to collaborate with us on all aspects of your business transition, from the sale itself to personal financial and your wealth transfer plans. They pair sophisticated financial tools and modeling techniques with a personal approach to illustrate for you the financial benefits advance planning can help deliver.
Downloadable Documents
In this report you will understand how business owners have become more educated and prepared for their eventual exit, and what has caused this demographic shift in the marketplace.
This summary is intended to provide some insight into options to preserve the accumulated wealth for those families who are approaching or exceeding our current Federal Transfer Tax thresholds. It includes a section on multi-generational Dynasty Trusts.
A simple check-list to help business owners determine what they need to accomplish to be prepared to transition their business.
Often up to 80% of your company’s value lies within these four intangible capital assets. Learn how you can evaluate and strengthen these assets which can drive more profits and higher valuation.
Learn the framework for a High Value Transition, and how business owners can align their business, personal, and financial goals, while shifting from successful business owners to significant business owners.
