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Succession Planning Harmony

Complex financial situations require a comprehensive knowledge of a business owner's needs. We formulate a succession strategy and exit path tailored to your unique situation. When collaborating with your other trusted advisors, we are able to design your unique business exit strategy and ultimately harmonize your family, business, legacy and philanthropy.

Execso is here to support the efforts of the financial professionals and advisors chosen by their business owner clients to facilitate the development and implementation of a goal oriented business exit plan. We have worked with countless financial planners, bankers, attorneys, CPA's and others, so we know how to coordinate all the working components of an effective succession plan.

How do you know if assistance with exit planning and visit with Execso will benefit you? Find out!

4 steps to success flow chart

If you answered 'No' to any of the following questions, then Let's Talk!

  1. Do you have a written, recorded and communicated succession plan in place?
  2. Do you know how much income you will need in retirement? Do you have a plan in place to provide this income?
  3. Do you have more than 25% of your net worth outside your business?
  4. Do you have strategies in place to provide for the equitable distribution of assets to your family members while giving business control to selected individuals?
  5. Has your business been appraised by a certified appraiser in the last three years?
  6. Are you taking advantage of all tax-favored strategies allowed by the IRS?