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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 (972) 833-2570 or

  • What is your company’s Value Builder 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’s Value Builder score. Click the link above.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (972) 833-2570