Business & Exit Planning - Modernize Wealth

IT'S YOUR BIGGEST ASSET

BUSINESS & EXIT PLANNING

For most business owners, your business is your biggest asset. At Modernize Wealth we make sure this asset is working for you, that it is incorporated into your integrated financial plans, and that it will help you meet your personal retirement goals.

Whether through exit planning – managing your eventual transition out of the business – or setting up a 401k or Defined Benefit Plan to retain your best employees and increase its future value, or even discovering the current value of your biggest asset, we can help. Here are just a few of the many questions that we can help business owners answer when it comes to exit planning and business retirement planning in particular.

EXIT PLANNING

My business is my biggest asset. How do I harvest the wealth I have worked so hard to create?

We get asked that question a lot. Why? Because Brandon Hebert, Modernize Wealth CEO, is an expert in the field of business retirement planning. Brandon earned the Certified Exit Planning Advisor (CEPA®) designation following an MBA-style program, run by the Exit Planning Institute, that trains and certifies qualified professional advisors in this very important field. Our team knows how to help you Make Your Success Your Legacy.

Brandon and the team take business owners through a detailed process designed to help them harvest the wealth from their business when they are ready to transition. Central to that process is the development of a Master Plan to maximize the value of their business for whenever the time is right them to exit.

We ensure that the value of your business, your key asset, is properly built into your financial plan, so that you can create a legacy of success.

Our approach is based on the Value Acceleration Methodology.

Value Acceleration Methodology

The Value Acceleration Methodology is a proven process to help business owners make good decisions; decisions that will enable them to be successful in harvesting the wealth in their business…in a way that they envision.

RETIREMENT PLANS FOR BUSINESS

How can I add value to my business, and keep my best employees engaged?

A retirement plan for your company can help you add value to the business, while solving key problems for your personal, financial and business lives. One of the biggest concerns for a business owner is the well-being of their employees; putting a well-designed retirement program in place for your business can help create long-term financial security for you, and your employees. There are retirement plans to fit any business, and we will work diligently to present all options so that the cost is not a barrier to providing this key employee benefit.

Another great reason for putting a retirement plan in place is that business owners are often looking for ways to reduce their tax burden. By creating a properly structured and customized retirement plan, we can help solve that problem for your business.

Types of Retirement Plans Available

401k
Simple IRA
SEP IRA
Defined Benefit Plan
Non-Qualified Executive Compensation
Employee Stock Option Plans (ESOP) & More!

BUSINESS EQUITY

How do I know what my business might be worth today, so I can build it into my financial plan?

We use a business valuation estimator to help us incorporate that figure into your financial plan. That figure will serve as a guide when the time comes to seek an independent third-party certified valuation. This also helps you recognize the areas of your business that you can work to improve, to increase the business value over time.

CONTACT US

If you would like to take a proactive step today to increase your business value tomorrow, let’s have a conversation. As we said earlier, it’s never too soon to start thinking about exit planning. Let’s schedule a “Get to Know Each Other” meeting and start the discussion. Call 480.346.1283 or email hello@modernizewealth.com to get things started.