Why is the type of planning done by The Alliance so important?

Without some sort of plan in place, you will likely receive a much smaller financial return on the business than you deserve. Since you will one day leave the business on a voluntary or involuntary basis, sooner or later, why not plan to make it go the way you choose. When you make conscious, purposeful choices about when and how to leave the business and what to do afterwards, you end up with an infinitely more rewarding outcome.

By being proactive now, you choose the best transition plan to secure the type of relationship with your business that works best for you:

• Determining when, where and how you will leave the business
• Maximizing the value of the business
• Identifying the successor of your choice (if you decide to transfer internally rather than externally)
• Plan your estate to protect your assets and transfer wealth with the minimum tax cost
• Doing what you choose for your life beyond the business

By addressing these issues through careful transition planning, you dramatically increase the odds of a successful transfer of your business interest paving the way for the next phase of life.