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MISSION:
To help successful business owners implement strategies that can help them to enjoy and protect what they have worked hard to create.
It’s Your Business, Your Livelihood . . . Do All You Can to Ensure Its Success
Working to ensure the success of a business is hard work. Decisions impacting operations, sales, expenses and revenues are made throughout each day.
With so much time spent working in the business, however, owners may not take the time needed to work on the business. But taking the time to ask questions about effectively managing risk, offering competitive benefits, creating a solid succession strategy, and meeting personal needs is essential.
How can Andy O’Brien help you?
After more than 15 years working with business owners, Andy asks the questions that give him a clear understanding and appreciation of what has been accomplished and what may still need to be done.
Here is just one of several issues that Andy explores when working with owners and their advisors to craft, implement and manage business and personal solutions.
What’s your exit strategy?
You will leave your business someday. Regardless of the size or structure of your business, you must be prepared for that day.
To ensure that you get the full value from your business, it’s important to have an exit strategy based on a written and properly funded buy-sell agreement.
You have a number of options for creating an exit strategy before you leave the business. Selecting the new owners, determining the value of the business and deciding how the transfer of ownership will occur are the crucial first steps
Andy will work with you, your attorney and your accountant to help formulate a strategy that can correctly transfer your business interests in a timely manner to the desired people with the least possible conflict, expense and delay.
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