We prudently incorporate personal planning into your business planning conversations. As your “total wealth manager,” we assist with managing both your liquid wealth and the wealth contained within your business.
Identify Value Gap
By determining your “value gap,” we’ll pinpoint the difference between what you receive for your business net of taxes and fees, and what’s needed to comfortably support your current and future lifestyle.
A Team of Experts
In addition to our expertise, we work closely with highly experienced partners including tax and accounting professionals to create a “virtual office” working on behalf of you and your business.
Gain Valuable Insights From Respected Professionals
In this video, Dave interviews local attorney Travis Albea of the Forrest Firm to see how he is helping business owners with several hot topics.
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Six Step Process for Exit Planning
Set Clear Goals
Determine Financial and Mental Readiness
Discover the Type of Investor You Most Resemble
Explore & Choose Your Wealth Management Options
Understand the Value of Your Options
Execute Your Personalized Plan to Reach Goals & Protect Your Wealth
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500 Red Banks Road, Suite D, Greenville, NC 27858
Toll Free: 877-706-7005