Exit Preparation Services for Business Owners
Benchmark | Prepare | Follow-Thru
Exit Preparation Services for Business Owners
Benchmark | Prepare | Follow-Thru
Benchmark | Prepare | Follow-Thru
Benchmark | Prepare | Follow-Thru
In our opinion, successful exits come from 3 important tasks:
As Certified Exit Planning Advisors (CEPA) and licensed wealth managers, we bring a unique and comprehensive approach to planning for your eventual exit.
At Encore Financial, my goal is to revolutionize the industry of exit planning and personal financial consulting by offering innovative and comprehensive solutions to my clients. I believe that my unparalleled service and expertise will help me become a leading consultant in this field.
As someone who has owned a business, I know firsthand the challenges of running a successful enterprise. Drawing on my background in financial planning and operations management, I have seen too many businesses being sold for much less than their actual worth or not getting sold at all. I believe that with the right planning and processing, these businesses could have been sold for much higher prices.
At Encore Financial, I understand the importance of a well-balanced exit strategy for business owners. I can help you develop a customized plan that maximizes the value of your business and ensures a smoother transition. I am committed to providing my clients with the personalized attention they deserve and helping them achieve their financial goals through their exit.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IL, WA, PA, and TX.
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