Exit & Financial Planning
Creating a plan to determine an exit & its impact on overall finances
- 1 hr1 hour
- Introductory MeetingIntroductory Meeting
- Santolina Court
By creating a formal plan to see the timing & financial impacts an owner can better plan personal finances. This where we create define the structure of the exit ie through legal contracts and use of insurance products.
657 Santolina Court, Weddington, NC, United States
+ (917) 701-5231