The Dow Wealth Management Group
As owner(s) you understand how to run your business but may have never exited one. We understand that you spend the majority of your career creating value in your business and eventually will need to monetize and preserve this hard earned wealth. It can be a complicated process and there is only one chance to get it right.
Below are a few informational videos that you may find helpful.
Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.
Our exit-option-agnostic perspective allows us to collaborate with a seasoned, multi-disciplinary team of professionals to support your success and use each other's in-depth knowledge and experience for your benefit.
CEPA®, CIMA®, CPWA®
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
