Our mission is to replace your uncertainty with clarity
so that you feel excited about this transition.
You will work one-on-one with founding partner Michael G. Skowfoe, who specializes in business transitions. Michael and the rest of our team will act to meet your most immediate needs and relieve the uncertainty you may be feeling.
Once we have helped secure your current position, we dive deep into discovery to learn your answer to the question “What does freedom in my next life stage look like to me?” We are here to alleviate anxiety, restore confidence, and create the map that realizes your vision of freedom.
We can help empower you to:
- Assess your goals and passions to determine what your next life stage should look like
- Advise on how to protect your family and company in the transition
- Determine the timing and structure of your company’s transition
- Analyze your income and savings requirements in light of your desired lifestyle
- Convert proceeds from your business into income
- Implement strategies to reduce your lifetime tax burden
Your path to a successful transition will integrate all the areas of your financial life, including cash flow, taxes, risk management, and estate planning. We handle the coordination with your other professionals, manage the details of implementation, and are here to answer all the questions you have. We want you to feel excited about the changes in your life and aim to be the support team that helps you navigate this transition and claim your new future.
Services
