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Do you anticipate your business to be the primary source of your retirement income?
Have you identified who will buy your business and for how much?
What effect would the loss of a key employee have on the value of your business?
If you own a business, the answers to these questions can be critical to your financial future. Retirement income planning, exit planning, and business protection are just a few areas where I can provide services to help you keep your financial goals on track.
Informal Business Valuation and Planning
Determining the value of your business is necessary and may affect your financial future in a variety of ways, such as retirement income planning, buy-sell agreement funding, business protection, and estate planning. Working with our broad professional resources, I can provide you with guidance to help identify your objectives for the buy-sell agreement and issues that may need to be addressed.
Buy-Sell
If you have a buy-sell agreement in place, experienced professionals will also speka with you about the agreement based on your current business needs – at no cost to you.
Whether you want to create a market for the sale of your business or provide protection in the event of unplanned events, creating a wealth management plan and identifying your priorities may be beneficial to your financial future.
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Companies do not provide legal or tax advice.