Business Owner Planning
Keep your objectives in focus.
Forecast Strategic Advisors utilizes its own unique Final Cast™ system to help business owners handle many difficult planning issues with a proven process that includes:
• Setting personal financial goals and objectives
• Valuing your business
• Determining a likely buyer “Inside” or “Outside” the business.
• Preserving, protecting and promoting your business value
• Creating a business-growth-oriented compensation plan
• Business continuity planning
• Financial and Estate Transfer Planning
• Preserving your wealth and assuring adequate retirement income
All business owners ultimately exit the business – we refer to this as “The Ultimate Event”. Realizing your goals depends on knowing where you are, where you want to go, and how you would like to get there. Every path to a successful exit is unique to the owner. Before you leave your business and ride off into the sunset to live your life in style, have you taken all the necessary steps to ensure that you can transfer ownership successfully?
Forecast Strategic Advisors will assist by building the road map for a successful exit. We refer to this process as FinalCast™ for the “Big Finish”.
If you’re a business owner or executive, we have the expert strategies and tactical solutions you need to navigate tax laws and boost your business’s financial performance with better outcomes both personally and professionally.
Contact us for more information.