Business Planning and Exit Strategies | Phillips Wealth Planners

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Business Planning and Exit Strategies

Since many of our clients are small business owners, we work with retiring business executives and business owners on “exit-planning” strategies for retirement, death or disability.  Our business planning includes strategies:

  • to protect against loss of a key employee
  • help spouses or family receive the value of the business in the event of death or disability of the business owner.