Business Succession Planning
A comfortable retirement depends on a successful transition for your business. But with countless responsibilities, it’s difficult to devote time to planning when or how you can step away.
We’ll work with you to conduct diligent research — from the market value of your small business to your current and projected revenue and assets. And together, we’ll determine the best plan for your succession and future goals, and discuss the pros and cons of different succession strategies:
Is it too risky to depend solely on the proceeds from a sale of your business for retirement?
Do you have the proper agreements in place to pass your business to a family member, partner, or key employee?
How will you find the right buyer and know you received a fair price?
Pass the baton without worries
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We’d Love to Help You With Your Financial Plan
Call us
954-894-2003
info@acostafinancialgroup.com
Address
15800 Pines Blvd,
Pembroke Pines, FL 33027