5. Exit Planning Strategy Visit.

After we have performed our Professional Evaluation of your business, we will meet for an Exit Planning Strategy Visit. In this meeting we hope to gain deeper insight into you and your business, and how your business serves as a vehicle for your personal legacy. It is common for your spouse and trusted advisors to be a part of this meeting.

We will answer any questions you might have that arose out of our Professional Evaluation of your business; though many planning strategies may require further feasibility analysis to determine whether they are in fact appropriate for you.