OUR SERVICES

Business Owner Planning

Owning a business is more than just a job. It is often the place you have decided to invest most of your time and a substantial part of your wealth. It represents both income and capital value for you and for those you care about most. But, it's a unique investment that needs to be safeguarded.

Some of the important questions we ask:

  • How can your business be used to help provide financial security for you and your family?

  • Who will take over your business in the event of your death, disability, retirement or decision to divest?

  • How can you protect the investment in your business?

  • How can you attract and retain quality and key employees?

Building a Plan for

the Future

At some point you will leave your business and you want to make sure you exit on your terms.  However, you may not know how or when to begin the process. Developing an exit plan may be the single most important component of your retirement and estate plan. Without an effective business exit plan, you may not get full value upon sale, the next generation may not be prepared to take over, or your death or long-term disability could mean the end of the business you worked so hard to build. 

At some point you will leave your business and you want to make sure you exit on your terms.  However, you may not know how or when to begin the process. Developing an exit plan may be the single most important component of your retirement and estate plan. Without an effective business exit plan, you may not get full value upon sale, the next generation may not be prepared to take over, or your death or long-term disability could mean the end of the business you worked so hard to build. 

Start the Process

Get started by taking an initial assessment. Provide your email on the Exit Map site and complete the questions.  This will give us the areas to focus in building your Exit Plan strategy. 

This communication strictly intended for individuals residing in the states of CA, CT, DC, FL, IL, IN, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRASIPC, a Registered Investment Advisor.

Privacy Policy.

Copyright © Wealth Planning Resources 2019.

  • WPR Linkedin
  • WPR Facebook
  • WPR Twitter

Wealth Planning Resources

Main Office

460 Totten Pond Road 

Suite 600

Waltham, MA 02451

Call us: 781.547.5620

Duxbury Office

289 St. George Street

Suite 208

Duxbury, MA 02332