The 2% Club Advantage

The Five Strategies of Financially Successful Small Business Owners

Strategy #1

Understand Business Valuation

Strategy #2

Use Tax Strategies That Build Wealth

Strategy #3

Develop Investments Outside Your Business

Strategy #4

Stay Informed About Exit & Succession

Strategy #5

Protect Your Wealth

Foundation #4 - Exit Planning: Stay Informed About Exit & Succession Planning

Exit and Succession Planning

Part #1

Whether you want to remain in your business indefinitely or exit your business and retire, staying informed about exit & succession planning is critical to protecting and realizing the value of your business interest.

Exit and Succession Planning

Part #2

Trends in business valuations are discussed in projecting the value of your business – including the importance of your tax returns telling a credible story of your financial picture.