SMALL BUSINESS OWNER SELLING BUSINESS
Small business owner came to us to discuss selling his business. Owner wanted to have a holistic financial plan to specifically understand how to best use the equity to fund their retirement
CORPORATE EXECUTIVE with opportunity for buyout and early retirement
Corporate executive came to us with an offer for an early retirement buyout in a stressful and high-profile job. He was hopeful but uncertain of the impact an early retirement scenario.
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