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Successfully Transition
YOUR BUSINESS TO THE NEXT OWNER
You have spent a lifetime building and safeguarding your business. Now it's time to retire. If you are like most business owners, you have more questions than answers.
"What is my business really worth?" "Can I afford to retire?" "How can I safeguard my net worth and protect my family?" "How can I reduce taxes on the sale?" "Should I keep the business in the family, or sell it to someone else?"
And the biggest question of all: "How do I get started?"
Gary Pittsford has answered these tough questions for business owners in all 50 states and now wants to share his 50 years of financial experience with you. Your Family Business, Your Family Net Worth is your definitive guide to take the appropriate steps to confidently secure the best future for you, your family and your business.
List of contents
I KNOW WHAT YOU ARE THINKING - To Who and How Do I Sell This Business?
INTRODUCTION
Where Do You Begin?
Getting an Early Start
Maximizing Value
Retirement Income Security
The Next Generation
Beyond the Family Circle
What Is Your Business Worth?
Normal Documents Needed
Managing Your Net Worth
Your Dream Team
CONCLUSION
ABOUT CASTLE WEALTH ADVISORS, LLC
About the author
GARY PITTSFORD, CFP®, has over four decades of financial advisory experience and he understands that most business owners have a variety of questions when it comes to making a decision about selling their life's work. Gary has been President and Chairman of the National Association of Personal Financial Advisors (NAPFA), on the board of directors of the International Association for Financial Planning (IAFP), and works closely with the National Cooperative Business Association (NCBA) and the United States Chamber of Commerce. He has also spoken at many national conventions, contributed to and written articles for industry-specific and national publications and received several accolades. He is the founder of Castle Wealth Advisors, LLC and currently serves as President and CEO.
To read more information, visit www.castle3.com
9820 Westpoint Drive, Suite 200, Indianapolis, IN 46256
Office: 317-849-9559 | Fax: 317-577-8575
Summary
Successfully transition your business to the next owner. You have spent a lifetime building and safeguarding your business. Now it’s time to retire.
If you are like most business owners, you have more questions than answers.
“What is my business really worth?”
“Can I afford to retire?”
“How can I safeguard my net worth and protect my family?”
“How can I reduce taxes on the sale?”
“Should I keep the business in the family, or sell it to someone else?”
And the biggest question of all: “How do I get started?”
Gary Pittsford has answered these tough questions for business owners in all 50 states and now wants to share his 40 years of financial experience with you. Your Family Business, Your Family Net Worth is your definitive guide to take the appropriate steps to confidently secure the best future for you, your family and your business.
