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 Align Your Business Plan to Your Personal Financial Goals

Whether you're looking to retire soon, pass the reins to a trusted family member or business partner, or pursue a strategic sale, planning your exit strategy is crucial. At Hammortree Financial Services, we help established business owners like you navigate the complexities of exit planning. 

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Understand the Benefits of a Comprehensive Business Plan

A business plan tailored to your long-term ownership needs takes a holistic view of your financial picture. This includes analyzing your business plan, tax mitigation options, investments, and retirement needs. Moreover, it evaluates your retention strategies, employee benefits, and executive benefits. Our thorough approach empowers you to set clear goals and make informed decisions positioning you to secure a lasting legacy.

Our Business Planning Solutions

Taxes

Taxes

We will introduce strategies to help minimize your tax burden including unique approaches through investment management techniques as well as options for lowering your tax bracket and minimizing estate tax liabilities.

Retention Planning

Retention Planning

Building and maintaining a strong team is vital for success today and in the future. Our business planning team will help you develop strategies to attract and retain top talent, ensuring your business thrives in present day and should you exit the organization.

Exit Planning

Exit Planning

We can craft a strategic transition roadmap, one that strives to maximize business value, minimize your tax exposure, ensure business continuity, and secure your financial future.

Employee & Executive Benefits

Employee & Executive Benefits

We will help you explore buy-sell agreements. key person insurance, deferred compensation, non-qualified retirement plans, and succession plans to ensure your company's stability in the event of a partner's departure or disability.

Retirement Planning

Retirement Planning

We will help you understand how your business ownership impacts your personal retirement. Our team can develop a personalized strategy, which includes evaluating options such as 401(k) plans, IRAs, and annuities.

Let's Enter the Exit Planning Conversation

When it comes to exit planning, everyone hears something different depending on their long-term goals. Exit planning, also known as succession planning, isn't just about selling your business. It encompasses all aspects of your departure. A well-defined exit plan positions you to:

Maximize Your Wealth

Maximize Your Wealth

Our team will work with you to optimize your business's value and help ensure you receive an optimal payout.

Minimize Taxes

Minimize Taxes

We will explore methods of tax mitigation including leveraging life insurance products and tax-efficient ownership structures.

Ensure Business Continuity

Ensure Business Continuity

Our exit planning team will seek to minimize disruption for your employees and clients, safeguarding the future of your company.

Our exit planning process is a spoke in our pinwheel philosophy designed to inform and educate you from our introduction meeting through our continuous monitoring and reviewing of your plan. We are here for you every step of the way


Start Protecting What You've Built Today

Start Protecting What You've Built Today

We appreciate the unique challenges faced by established business owners considering an exit. Whether you are seeking guidance on tax-efficient strategies, succession planning, retention planning, retirement planning, or executive benefits, we would be honored to help.

Schedule a complimentary consultation today with Financial Advisor Tim Urban to discuss your specific needs and develop a personalized exit plan.


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Tim Urban is a Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian CA insurance Lic. # 0M11822, FL insurance Lic # W268684