Smart ways to fund your retirement, there's more than one way ...

Planning for the sale of your business is one of the most challenging tasks you will undertake as a business owner. Taking the time to plan for your future will put you in a better position to retain control during your transition to retirement. Here's a few things we'll talk about when we get together.

• Smart ways to transfer your business to fund your retirement

• Alternatives to an outright sale.

• What is your company really worth?

• How to convert your business to cash to provide retirement income.

• Ways to minimize taxes to keep more of what you get.

• Things you can do today to put you in a better position to retain control during the transition period so the proceeds from your business have the greatest potential to provide a steady retirement income.

I warmly invite you to call 714-282-7146 to arrange a no obligation initial consultation and to get to know us. About 70% of our completed transactions have involved retiring business owners and we would like to share our expertise with you.