Helping Business Owners Maximize an Exit/Succession Plan

Most business owners do not have a succession plan for their life’s work. We hear all too often that their children just do not have an interest in the family business and would rather follow other passions. As a business owner you have worked hard to build a company from the ground up, however, when it comes time to move to the next phase of life, you are not prepared to maximize the value of your company and often times do not even know where to start. Exit planning starts now, even if there is no plan to sell the company in the near future, an eventual exit is inevitable.

THIS IS WHERE WE CAN HELP!

For the past 24+ years my team has helped guide and unlock the wealth inside of a business to properly prepare an owner to maximize the value of an exit. As a Certified Exit Planner to business owners with a net worth of $25+ million, our focus is three-fold:

Through a combination of internal resources and a network of third party specialists we can make sure your company is better prepared for an exit and your personal house is in order and set up for maximum after tax proceeds. This will allow you to fully enjoy the rewards of your hard work and create a legacy for years to come!

The Veome Group was named to the 2024 edition of the Forbes list of Best in State Wealth Management Teams †

† The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee +in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-instate/ for more info.