A Holistic Approach

Our holistic approach to Exit Planning takes each business owner through their individual issues surrounding a potential transfer. We work interdependently with the company's existing advisers in a streamlined, holistic approach to creating a flexible action plan which strives to accomplish the owner's goals and objectives as defined by processing the Seven Steps:

  • Step 1 - Setting Objectives
  • Step 2 - Business Valuation
  • Step 3 - Promoting, Preserving and Protecting Value
  • Step 4 - Selling to Outsiders
  • Step 5 - Selling to Insiders
  • Step 6 - Contingency Planning for Your Company
  • Step 7 - Wealth Preservation Planning

 

M Financial GroupDisclaimer

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Executive Financial Services is owned and operated independently from M Holdings Securities, Inc. Executive Financial Services is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.