Business Exit Planning

Value of your business is in the eyes of the beholder

If you are a business owner, you know how hard it is to build and grow a business. For many business owners, the value of their business is probably the single largest asset on their personal balance sheet and it happens to be highly illiquid. How do you monetize the value of your business? How do you protect its value from getting eroded by income and estate taxes and maximize your legacy? These are some of the unique challenges business owners face.

When it’s time to maximize the value of your business whether in a sale or by succession, Next Horizon has the expertise to be your trusted advisor. We are in a position to provide strategic advice on all aspects of wealth, personal, and business planning, implementing the right mix of services to meet your complex needs.

You have worked tirelessly to create value; let us help you monetize it. At Next Horizon, we work with several clients who are current or former business owners. We have assisted many clients respond to the challenges above and implement the appropriate strategies to help address their goals and avoid many conflicts that arise during the transition of a closely held business.  Let us help you craft your business exit planning strategy.


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