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Will you realize the full value of your life's work?
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100% chance you will exit your business
Will it be:
When you want,
For the money you need,
To the person you choose?
Lack of Coordination
Fail to Address Key Issues
Many Advisors, Micro Advice
Biggest Transaction of Your Life
You can have a coach and strategist who is going to walk through the whole process with you and be there with you every step of the way.
What if there were ways to take money that might otherwise go to taxes and instead direct it towards your personal net worth?
Imagine if those same strategies could simultaneously impact the enterprise value of your company. Learn often-overlooked strategies for accomplishing these outcomes with Pacific Advisors' Advanced Financial Strategies team and the Tax Insights™ Program.
As a successful business leader, you may already have a strong intuition for how your business is performing today and how it is likely to perform in the coming years.
But are you armed with the same analyses and insights that private equity firms and banks use to objectively measure your company — to determine whether it is investment- or credit-worthy?
How Much Capital Would Be Enough to Be Financially Sufficient for the Rest of Your Life?And What is Your Business Worth Today?
When you can answer both of these questions with confidence, you'll be on the best path forward. Our Pacific Advisors team can help you begin to build a better map. We'll start with where you want to go (how much capital is enough to be sufficient for the rest of your life?) and then locate where you are now, by calculating your current Enterprise Value.
Wealth Steps® is a company-sponsored financial wellness program that introduces employees to essential personal finance concepts from a unique balance sheet perspective.
It's a learning experience that can have a powerful effect on financial decision-making so participants can achieve a higher degree of control over their lifetime earnings and overall financial picture.
Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA & . SIPC . OSJ: 3585 MAPLE STREET SUITE 140 VENTURA, CA 93003, ph# 909.399.1100. PAS is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors Insurance is not an affiliate or subsidiary of PAS or Guardian. CA License #0605098 Important Disclosures
The Living Balance Sheet® (LBS) and the LBS Logo, Wealth Steps® are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2018 Guardian.
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2625 Townsgate Rd. #330 Westlake Village, CA 91361
Call us: 888-363-2862
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