Our time-tested plan includes:
Identifying trigger events
Discussing business valuation methods
Strategize buyout terms
Create funding mechanisms
Ensure drafting and execution of agreements
What’s Your Succession Blueprint?
Life is unpredictable. Buried below the day to day hustle that consumes us, are hidden sand traps that can change everything in your life with a blink of an eye. One of these hidden traps is your business’s structure and what would happen to that structure should you or one of your partners pass away, become ill, want to sell out or otherwise be unable to perform their jobs.
The Wilner Wealth Strategists team has created a strategy for multi-owner businesses that helps to protect all parties from any future unrest and unlocks liquidity leading to increased value of the company.
About Wilner Wealth Strategists
Founded by a CPA* who holds a Masters in taxation, the firm uses multiple wealth strategies designed to navigate businesses, individuals and their families toward a more secure future.