Your Guide to the Summit of Your Business Success
To better service our client's needs, Summit Business Advisors belongs to the following business and financial organizations:
Exit:
Have you prepared for the biggest financial event of your life?
Are you tired of fighting alligators and want a different challenge?
Is passing your company along to your children becoming increasingly unlikely?
Do you have a plan for your business if something unexpected happens to you?
Business Transition:
If the time is right to sell the business and you can meet your financial goals and objectives, why wait?
Has your business been valued in the past year?
Are you interested in an insider or third party transition?
Financial Planning:
Are you financially ready for retirement?
Do you have a will, trust or estate plan in place?
Do you have a tax efficient business structure in place?
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