Planning Your Business Legacy
You have dedicated your life to building and running your business. We encourage you, as an established business owner, to begin to think about how you want your legacy to impact your family, employees, and community.
Although this may involve a family legacy plan, the first step in building a legacy is clarity and understanding. What do you want your legacy to be, based on your personal purpose? The “Discover Your Purpose” step of our Focused Wealth® planning process will help you gain clarity of purpose. Then you can begin the Business Exit Planning process or the process of building the value of your business, helping you towards further life fulfillment.
To learn more about building your legacy, feel free to call us at 916-436-8270, or email us at firstname.lastname@example.org.