Key Members On Your Exit Planning Team

Assembling the right exit planning team is crucial for any business owner looking to secure their financial future. Key members should include a Financial Advisor, CPA, Attorney, Growth Consultant, Board of Advisors, Estate Planner, M&A Advisor, Risk Advisor, and Family Business Advisor. Together, these professionals ensure that 80-90% of your wealth locked in your business is effectively monetized, maximizing wealth while minimizing risks and taxes. Ready to exit? Make sure these experts are at your table.

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Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.