All engagements begin with creating a comprehensive financial plan.   It is important to create a base case scenario of your current financial situation.  Once the plan is complete, it allows us to model a variety of situations. In all cases we include in the plan a range of your business valuation to fully understand the impact of taxation.  Additionally, we can include estate planning techniques to better understand the impact of the planning on the net results.  Once we have tested a variety of inputs, we can focus on creating an income replacement plan to supply you with monthly income. 

Once the model of the potential outcomes has been created, we can move forward to build the deal team.  In each instance, if we are adding a specialized professional, we will manage the interview process, be a part of the interview, assist in guiding the conversation and advising on the final selection.  We have performed this task multiple times and when using our process, have found that at the end of these meetings the selection is straightforward.  Once this is complete, the team begins the process of getting your business ready for sale and then taking it to the marketplace in the search for buyers.

During the sales process, Doug continues to monitor and is engaged in each step of the process.

The estate planning and the implementation plan are a focus once the team has been assembled and work on both estate planning and the implementation plan are spearheaded by Doug. 

It is critical to make certain that the sale of the business, the estate planning, and the implementation plan are coordinated for the best possible outcome.