MAXIMIZE YOUR RETIREMENT
Expert Guidance from San Diego's Best
Business Owner Succession Planning Team
Selling Your Business to Fund Your Retirement?
Here Are the Challenges That You'll Need to Consider
According to a survey conducted by the Exit Planning Institute:
About 75% of business owners who sold their businesses did not receive the amount of money they expected
Only 20% of businesses that are listed for sale actually end up selling.
The 5 most common Mistake:
Finding the right buyer - not being selective enough.
Timing the sale - selling during a market downturn.
Valuing the business - overvaluing and undervaluing.
Managing taxes and fees - not considering tax implications of the sale structure.
Creating a retirement income stream - relying solely on the proceeds.
As an Owner/Partner with Ameriflex I have a deep bench of specialist offering sophisticated planning strategies across the United States to help you maximize your retirement.
San Diego's Trusted Exit Planning Team
38 Years of Experience | Transitional Wealth Planning Specialist | Ameriflex Registered Investment Advisory Firm
Our Support Structure
As an Owner/Partner with Ameriflex we have a deep bench of specialist offering sophisticated planning strategies across the United States. As a Group Leader for ProVisors we have access to a carefully vetted national network of Trusted Advisors across a mix of specialties like legal, accounting, banking, etc.
Your Financial Planning Team
Certified Financial Planners (CFP®)
Fiduciary as an IAR of Ameriflex Registered Investment Advisory Firm
Specialist in Transitional Wealth Planning
38 years of Experience as a Wealth Advisor
RETIREMENT SOLUTIONS FOUR STEP EXIT PLAN
Follow Our Path, Exit On Your Terms!
1. Discovery Meeting
Gives us the opportunity to understand the business owner’s goals, aspirations, and concerns so we can determine whether we are a good fit to guide them in realizing those goals
2. The Financial Planning Process
What does the owner want and need to support their ideal retirement lifestyle and legacy.
What does the owner have in the value of their business and other assets.
Regular Progress Meetings to keep the plan on track and adjust to any changes.
3. The Exit Plan
Is owner-centric and describes in detail the steps to exit the business on a set departure date that could potentially net the amount of sale proceeds needed to accomplish the owners’ goals. Identify the steps required to close the asset gap (the shortfall between the resources available and what is needed to achieve financial independence)
4. The Income
Distribution Plan
Is the investment plan that outlines exactly how the owner could potentially receive a tax efficient inflation-adjusted income from their assets to support their ideal retirement lifestyle and leave a legacy.
From Sale to Retirement
A Comprehensive Guide
Planning for retirement can be a daunting task, but it is a critical step towards achieving financial security and may give you peace of mind in your golden years. The good news is that it's never too early or too late to start planning. With a few key steps, you can craft an ideal retirement that meets your unique goals and needs.
Planning on Exiting Your Business
in the Next Several Years?
As a business owner, the earlier you start planning to exit your business,
the more options you have.
Don't Be That Guy or Gal!
Don’t let the lack of knowledge about the benefits of proper Exit Planning keep you from realizing your retirement dreams.
Financial Security
Peace of Mind
Flexibility and Control
There are many misconceptions about what it means for you and your business, like thinking that it doesn't make sense to start the process now because you don’t know how long it will take to create and implement a plan. Business owners may not be aware of the benefits of Exit Planning and may have misconceptions about what it entails.
Most owners aren’t sure that Exit Planning makes sense for them right now, have misperceptions about what it means for them and their business, and don’t know how long it will take to create and implement a plan. This lack of knowledge
Contact Us:
Phone: 760-603-0700
5857 Owens Avenue, Suite 110, Carlsbad CA 92008
https://2rsi.com/
chelberg@2rsi.com
Links:
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. Click the following link to learn more from the California Consumer Privacy Act (CCPA) Securities offered through SagePoint Financial, Inc. (SPF), member FINRA /SIPC.
Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
Insurance services are offered through Scott Chelberg as a licensed agent independent of SagePoint Financial. California Department of Insurance License #0694123.
Investment products and services from this representative(s) available only to residents of Arizona (AZ),California (CA),Colorado (CO),Florida (FL),Georgia (GA),Kentucky (KY),Massachusetts (MA),Michigan (MI),Minnesota (MN),North Carolina (NC),Nebraska (NE),New York (NY),Ohio (OH),Oregon (OR),Pennsylvania (PA),South Dakota (SD),Texas (TX),Virginia (VA),Washington (WA).
MAXIMIZE YOUR RETIREMENT
Expert Guidance from San Diego's Best Business Owner Succession Planning Team
Selling Your Business to Fund Your Retirement?
Here Are the Challenges That You'll Need to Consider
According to a survey conducted by the Exit Planning Institute, about 75% of business owners who sold their businesses did not receive the amount of money they expected.
In addition, a survey by BizBuySell found that only 20% of businesses that are listed for sale actually end up selling.
The 5 most common Mistake:
Finding the right buyer
Timing the sale
Valuing the business
Managing taxes and fees
Creating a retirement income stream
Overall, selling a manufacturing or construction business can be a complex process, and retirees must navigate a range of challenges to secure a successful retirement.
San Diego's Trusted Exit Planning Team
Guiding Business Owners Toward their Ideal Retirement while Minimizing Interruptions to their Lives.
Our Support Structure
As an Owner/Partner with Ameriflex we have a deep bench of specialist offering sophisticated planning strategies across the United States. As a Group Leader for ProVisors we have access to a carefully vetted national network of Trusted Advisors across a mix of specialties like legal, accounting, banking, etc.
Your Financial Planning Team
Certified Financial Planners (CFP®)
Fiduciary as an IAR of Ameriflex Registered Investment Advisory Firm
Specialist in Transitional Wealth Planning
38 years of Experience as a Wealth Advisor
RETIREMENT SOLUTIONS FOUR STEP EXIT PLAN
Follow Our Path, Exit On Your Terms!
1. Discovery Meeting
Gives us the opportunity to understand the business owner’s goals, aspirations, and concerns so we can determine whether we are a good fit to guide them in realizing those goals
2. The Financial Planning Process
What does the owner want and need to support their ideal retirement lifestyle and legacy.
What does the owner have in the value of their business and other assets.
Regular Progress Meetings to keep the plan on track and adjust to any changes.
3. The Exit Plan
Is owner-centric and describes in detail the steps to exit the business on a set departure date that could potentially net the amount of sale proceeds needed to accomplish the owners’ goals. Identify the steps required to close the asset gap (the shortfall between the resources available and what is needed to achieve financial independence)
4. The Income
Distribution Plan
Is the investment plan that outlines exactly how the owner could potentially receive a tax efficient inflation-adjusted income from their assets to support their ideal retirement lifestyle and leave a legacy.
From Sale to Retirement
A Comprehensive Guide
Planning for retirement can be a daunting task, but it is a critical step towards achieving financial security and may give you peace of mind in your golden years. The good news is that it's never too early or too late to start planning. With a few key steps, you can craft an ideal retirement that meets your unique goals and needs.
Planning on Exiting Your Business in the Next Several Years?
As a business owner, the earlier you start planning to exit your business,
the more options you have.
Don't Be That Guy or Gal!
Don’t let the lack of knowledge about the benefits of proper Exit Planning keep you from realizing your retirement dreams.
Financial Security
Peace of Mind
Flexibility and Control
There are many misconceptions about what it means for you and your business, like thinking that it doesn't make sense to start the process now because you don’t know how long it will take to create and implement a plan. Business owners may not be aware of the benefits of Exit Planning and may have misconceptions about what it entails.
Most owners aren’t sure that Exit Planning makes sense for them right now, have misperceptions about what it means for them and their business, and don’t know how long it will take to create and implement a plan. This lack of knowledge
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. Click the following link to learn more from the California Consumer Privacy Act (CCPA) Securities offered through SagePoint Financial, Inc. (SPF), member FINRA /S IPC.
Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
Insurance services are offered through Scott Chelberg as a licensed agent independent of SagePoint Financial. California Department of Insurance License #0694123.
Investment products and services from this representative(s) available only to residents of Arizona (AZ),California (CA),Colorado (CO),Florida (FL),Georgia (GA),Kentucky (KY),Massachusetts (MA),Michigan (MI),Minnesota (MN),North Carolina (NC),Nebraska (NE),New York (NY),Ohio (OH),Oregon (OR),Pennsylvania (PA),South Dakota (SD),Texas (TX),Virginia (VA),Washington (WA).