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Exit & Financial Planning

Creating a plan to determine an exit & its impact on overall finances

  • 1 hour
  • Introductory Meeting
  • Santolina Court

Service Description

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.


Contact Details

  • 657 Santolina Court, Weddington, NC, United States

    + (917) 701-5231

    lbrecken@charlotteconsultantservices.com

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