Do I retain ownership and hire professional management to assume daily responsibility? If so, how do I align management’s interest with mine?
Client Type 03The Entrepreneur
The Entrepreneur
in focus.
You are the inventors and creators; the engine that fuels our growing economy.
The situation03
According to the SBA, 99.7% of all employer firms in the U.S. are small businesses. You are the inventors and creators; the engine that fuels our growing economy. The entrepreneur business owner typically invests years of sweat equity to build a successful company. They are deeply and personally connected to the business, making it difficult to contemplate the next steps towards retirement. There are many options, but equally as many questions.
Questions worth askingClarity begins with
Clarity begins with
the right questions.
Is the next generation in a competent position to assume control? If so, how do I optimize the transfer process?
Is now the right time to sell the business? If so, how do I engage the process and find a qualified buyer?
03
The Sagace approach
These difficult questions can only be answered by an integrated professional services approach that includes business evaluation, tax planning and estate planning consideration. At Sagace Wealth we have the integrated expertise to evaluate all facets of a transition and create a plan for managing wealth into your next phase of life.
Discuss your situation