Rube Woolsey

Many small business owners are very passionate about what they do, and are focused on the growth and development of their business. However, when it comes time to exit the business most business owners are unsure of how to find a buyer. Thus, sadly roughly 80% of small business owners fail when they try to sell their business and 70% regret the decision to sell. We are helpful to business owners as we:

•Have access too the Merrill/Bank of America Investment Bank which specializes in these transactions
•Evaluate and determine available business exit strategies that allow you to maintain your lifestyle in retirement
•Provide clients with investable assets of $1-$15 million a comprehensive wealth plan, including tax and estate considerations
•Provide professional advice throughout the phases of your life with any major financial decisions that come up
•Finally, something else we do that is really important in giving you the very best advice possible, is determining the exact rate of return you need on your financial assets to make your life work while taking the least amount of risk possible