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Retirement, Senior Care, and Estate Planning
4860 Cox Road
Glen Allen, VA 23060
Capturing business value
You’ve created a company. You’ve built some value in the company.
This is what we do. We help business owners formulate their exit-strategy. We use this exit strategy as a blue print for helping them create and implement a succession and buy-sell plan that meets their personal needs and those of their company. We then help the owner determine and secure the best funding option for his/her plan and company. We periodically monitor with the business owner, updating needs.
Let us help you capture the value of your business.