Jonea Glaspie has helped savvy entrepreneurs answer the inevitable question: “Should I sell my business?” It’s no secret that exiting a business is one of the greatest ways to create a quantum leap in wealth. It can also be an entrepreneur’s greatest financial challenge. Jonea - who holds a number of FINRA registrations, along with the Certified Exit Planning Advisor designation -  has curated a team of highly-qualified professionals to lead founders, business owners, and professional athletes through high-stakes liquidity events. Using the Merrill Proprietary Financial modeling process, called the “Personal Wealth Analysis®”, the team is able to run various scenarios and prescribe strategies to help optimize the business owner’s exit. We feel this is a true differentiator among the competition. In addition to exit planning, Jonea & team are uniquely positioned to assist in other complex financial planning areas like:Lending Trust AdministrationSell Side M&AStock Option AnalysisConcentrated Stock StrategiesCash Balance PlansPrivate EquityCharitable PlanningCorporate Cash ManagementReach out to Jonea if you are a business owner who wants to work with an Advisor who is committed to making sure that your wealth will be nurtured before, during, and after a liquidity event*Banking and Lending Services are through Bank of America, N.A. (NMLS#1421220)*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.*Sell side M&A via Bank of America Private Sale Referral Network (PSRN)*Merrill Life Agency's California License Number 0522776*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.