Business Liquidity
As a boutique money manager and wealth management firm in Illinois, we offer financial advice to business owners and entrepreneurs and offer succession planning and exit planning strategies.
Do the Words “Succession Planning” Scare you?
When you’ve spent your life building a successful business, the idea of handing it off when you retire can be a bit terrifying. How do you make sure your legacy is protected? What about all of those clients with whom you’ve developed personal relationships? What about your employees? Are you letting them down by stepping away?
As a successful business owner who is beginning to think about what’s next, I completely understand. I’ve faced many of the same challenges and struggles that you have.
If you have just a few minutes, I wanted to share with you a video about my life and my business and how I’ve struggled with finding balance and answering those tough questions about what happens when I’m gone.
Going
IPO
Business
Valuation
Family
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Get in touch with Keith Mooney!
If you’ve started thinking about the next chapter of your life after running your business over the past years, let’s talk exit planning!
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