Retirement Planning for Business Owners

Is your business your retirement plan?

If you haven’t given much thought to retirement because you expect your business to cover retirement costs, then you’re not on solid ground. What if you want to (or must) stop working during a recession? Or when your industry is in a slump? Or when competition is intense? What if the business doesn’t thrive under new management after you retire?

Extracting wealth from your company long before retirement is a sound approach. It takes the pressure off when it’s time to pass your business on or sell it. Learn more about diversifying your wealth by contacting us at (469) 737-4111 or

  • What is your company’s sellability score? If you’re interested in knowing how your business compares to others in your industry, we can help with that, too. Find your company sellability.
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