Can a Business Exit Plan Make You Happy?

With Emrich M. Stellar Jr., ChFC, CLU, CBEC

 of

Stellar Advisor

Owning and running a successful privately-held business is a constant challenge that is full of obstacles and opportunities. It is pretty well understood that putting your business (and personal) plan down in writing tends to increase the chances of achieving them. However, what is less often discussed is how you might feel when you apply a high level of discipline to planning the future. If, in fact, you value the freedom and financial benefits of owning a privately-held business, then it is also likely that you place a high emphasis on not only what the business can provide to you but how you feel about the business and its future.

By thinking ahead Business Owners and Business Families can make a significant impact for their heirs. Families need leadership and creativity through a facilitated conversation about multigenerational planning to learn their options for business and family governance.

We have all seen the decisions that can create a “Family Story” or a “Family Secret”. Achieving security, harmony, and a great “Family Story” is a major goal for the hard work that needs to be done.

With all the various attributes of what may or may not make a business owner happy, where does disciplined planning fit in?

Read the White Paper – Can a Business Exit Plan Make You Happy?

Emrich M. Stellar Jr., ChFC, CLU, CBEC: Since 1989 Emrich has been practicing the “Serve

First” philosophy of seeking to understand before seeking to be understood. Emrich and his team provide leadership and creativity in the areas of Business, Estate, Wealth Management, and Charitable Planning. His commitment to client objectives starts with understanding the aspirations his clients have for their families and businesses. He assesses and maximizes clients’ unique abilities to help solve those “3 AM Questions” thereby enabling them to add real value to the process.

Credentials and Experience are important, but Emrich often refers the old adage, “You won’t care how much I know until you know how much I care.” This is why he sees his career as a “calling.”

Join The Network of Family Businesses for this Webinar on Thursday, August 27, 2015 at 11:00 AM Eastern Time, with Emrich.

                                                                        For additional information email: steve@netfamilybusiness.com