Empowerment for times of change and fulfilling new life stages
Financial Planning for Business Transitions
You have always controlled your destiny. You had a vision for a company, and your ambition and perseverance paved the way to success. Now that you are ready to transition out of that business, you want this next phase of your life to be just as fulfilling as the one that came before. The specifics of this change are eluding you, though, and the uncertainty has you feeling a bit out of your element.
- When and how should I transition the business?
- Will the proceeds from my company be enough?
- How do I ensure my company and family will be OK?
- What comes after I transition the company?
- How do I make my finances work for the lifestyle I want?
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.
- Business Transition/Succession Planning
- Cash Flow and Budgeting
- Charitable Giving
- Estate Planning
- Gifting to Heirs
- Insurance Analysis
- IRA/Qualified Plan Investments and Distribution
- Guidance with Power of Attorney/Trustee Duties
- Titling of Assets
- Wealth Transfer
To get started, schedule a complimentary introductory call.
We will discuss the transition that has prompted you to reach out and how we may be able to help. We will see if their is a mutual fit and if not, point you in the right direction to another resource.
Meet with us for a discovery meeting.
We can meet in person or virtually to discuss your current and future goals, initial strategies we recommend, and how our fee schedule works.