WHY PLAN NOW?

You’re not alone. Baby boomers like you own more than 12 million businesses. In the next 10 years, it’s estimated that 70 percent of those businesses will be sold. Supply could outweigh demand.

 

More than $40 trillion of assets reside in those small businesses. If you’re like most business owners, your assets are tied to your company’s day-to-day operations.

 

If you can’t transition your business and tap these assets, how will you retire?

 

There’s good news. Only 13 percent of business owners have a succession plan. You can bet on what’s being called the “silver tsunami.” You can easily get ahead of the 12 million business owners in the same situation by creating a plan for you and your business with a Legacy Advisor.

 

Endorsed by noted entrepreneurial author Bo Burlingham, the Legacy Advisors' plan is a uniquely designed five-phased holistic approach that incorporates both your personal and professional goals.

 

Your Legacy Advisor will work with you and your family to create a comprehensive plan that identifies your specific goals and evaluates your needs. Your Legacy Advisor utilizes your goals and needs to design a customized roadmap and help you implement your plan and monitor your progress.