You’ve achieved the American dream, owning your own business and forging your path to provide for your family, your future. But are you ready for what's next? Our business advisory services can help enable your continued success in the next chapters of your business, your life and your legacy.
If you are like most business owners, a majority of your wealth is tied up in your business. This puts you in a different position than others that have pensions or more liquid assets such as a 401(k). Are you relying on the proceeds from the business to support your retirement? Are you aware of your business's value and the tax consequences of a transition? We can help. Our expertise is in coordinating your business and personal planning details and providing order to the process - maximizing your business value, providing insight on the transition process and helping you meet personal income and legacy goals throughout your life.
Cornerstone Financial Group - Helping wealth creators grow and preserve their legacy!
We take the time to get to know you and your business. Your challenges and goals are our focus.
Our deliberate and comprehensive approach ensures the most effective solutions are offered.
Each client presents a unique situation so we tailor our services and strategies for you.
Did you realize that there are eight key drivers of business value? Each one of which is statistically proven to be important to buyers.
(Hourly or fixed rate for services offered through Cornerstone Financial Group)
* Available through our affiliates
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