Have you taken the steps to exit your business on your terms?
What your situation, ask yourself some questions:
- Are you planning on selling, staying on as a consultant or passing it onto a family member or loved one?
- When should you start the process of exit planning?
- Do you have an exit strategy or succession plan timeline?
Let us help you develop an exit/succession strategy that defines your personal financial goals, preserves your wealth and allows you to exit on your own terms.
Forman Investment Services can tailor a plan to meet your company’s needs. To get started, contact Wade Forman at 812-378-0730.