Broker Check

Stage 2: Resources Needed

Determining the resources needed for a successful retirement is essential.  To exit successfully, the following questions must be answered:  What is the current value and cash flow of the business?  What other income is available, other than business income?  The answers to these questions will provide a path for forecasting available financial means for the future.  From this, it can be determined how much, if any, additional cash flow or funding may be necessary.