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Succession/Selling Biz/Retirement (One-on-One Consultation)

When: Call to schedule (1 hour)
Where: Boise or Meridian Office
Cost: $Free
Retirement: There's no wrong time to plan for your retirement. Sooner is, of course, better making it possible for a 30-year-old, who saves for retirement consistently, to be a millionaire by retirement age. But even those who don't start saving for retirement until their late 50's, can take the edge off retirement expenses by using safe, and often overlooked, strategies.

As you begin to create a solid retirement plan, the monies that define your future security will grow and you will become more confident and optimistic. As a result, you may find that your present financial and emotional well being also take a turn for the better.

Succession Planning: More than 70 percent of family-owned businesses do not survive the transition from founder to second generation. In most cases, the killers are taxes, management or family discord. These are issues that a good family business succession plan will cover. In developing a succession plan, consider

Selling Your Business: Selling a business takes at minimum several months and that's if everything is already in order. Significant planning is involved: You will need to get your financials in order, figure out what your business is worth, evaluate the selling market, decide whether to use a broker, determine tax liabilities and work with potential buyers.

Call 319-3577 to schedule a One-on-One consultation or fill out the form below.

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