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Business Exit Planning

For dreams to become reality, it is important to plan strategically and seek professional advice. The mission of The Palmer Group is to provide personalized guidance in helping business owners reach his/her financial goals.  It is Jeff’s objective to find out where the owner is today, where he/she wants to go in the future, and to develop a plan that will be efficient and effective. To accomplish this, Jeff utilizes a financial planning system that will provide the business owner greater control over his/her financial future by helping to structure your exit.

Stages in our "Business Exit Planning" system:

Stage 1: Determining Your Objectives
Stage 2: Resources Needed
Stage 3: Preserving and Building Value
Stage 4: Selling the Company to a Third Party or an Insider
Stage 5: Business Continuation 
Stage 6: Grow and Protect Your Wealth