Elements of Planning
An Integrated Approach
For the entrepreneur, the business and personal life are inextricably linked. Financial planning for business owners requires a specialized lens that can view both sides of the "Intersection" simultaneously. At Living Legacy, our integrated business planning framework ensures that your professional success serves your personal legacy.
Elements of Planning: A 360-Degree View of Your Business Life
The Core Pillars of Strategic Planning
We break down strategic business planning into actionable phases:
Identify Objectives
We help you define your financial goals and establish a clear timeline for your departure.
Quantify Resources
We perform a deep dive into your business valuation to understand your true financial standing.
Evaluate and Protect Value
This involves business planning to ensure the company survives in the event of death or disability.
Execute the Exit
Whether selling to a third party or to insiders, we manage tax implications and help ensure equitable transitions.
Protect Your Most Important Assets
Our process includes key personnel retention strategies to ensure your top talent stays with the company through a transition. We also assist with business tax planning, utilizing tools like advanced Qualified Retirement Plans or Deferred Compensation Plans to optimize your financial position.
Why Entrepreneurs Choose Living Legacy
Our team understands the unpredictability of real life and emphasizes well-ordered actions to help you avoid financial failure. We bring an authoritative, professional standard to every plan we draft. We are not just financial advisors; we are exit planning specialists.
Who We've Helped
Build Your Legacy Today
Start your patented valuation process today and gain the clarity your business deserves.