The reality is, if you don't plan your exit well or have a good team put together to execute the strategy, then you do have to make some trade-offs.
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how planning ahead, having a great deal team and strategic execution allow you to maintain control of the values, culture and things that are important to you without having to sacrifice on price.
Determine your level of preparedness for your upcoming business transition.
Jeff Thomas is the Founder/CEO of Archetype Wealth Partners. He has assembled an amazing team to provide an open architecture, fee-only (fiduciary) platform that offers a wide variety of investment choice to clients. Archetype exists to help families thrive across generations.
Disclaimer: Our intent in providing this material is purely for informational purposes, as of the date hereof, and may be subject to change without notice. This article does not intend to constitute accounting, legal, tax, or other professional advice. Visitors and readers should not act upon the content or information found here without first seeking appropriate advice from a trusted accountant, financial planner, lawyer or other professional.
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