Exit Planning for Business

"Of the 12 Million closely held businesses owners in the United States, 60% will exit their companies over the next 10 years."

Executive Financial Services, Inc., through its partnership with the Business Enterprise Institute (BEI), offers a systematic approach to business succession planning through a proven Seven Step Planning Process that addresses the key issues surrounding any business transfer.

We help business owners plan today so that they can maximize the after-tax value of the Companies in the future.

For more information regarding Exit Planning, please contact us at: info@execfin.com

To sign up for our bi-monthly e-newsletter on Exit Planning email us at: enewsletter@execfin.com

During our monthly Executive Briefings each month at the Crescent Club, we discuss, in some detail, each of the Seven Steps in the Legacy & Exit Planning process. If you would like to attend our next briefing, simply email us at attend@execfin.com for dates and availability.

Disclaimer

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.