What is RT Wealth’s Exit Planning Process

Arguably one of the largest changeovers of privately held companies in American history is in its infant stages.
What does it mean for owners of a privately held business today?
“It depends!”
Are you an owner nearing your retirement and exit from your business?
If you are, you probably understand the old supply vs demand graph?!

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There are several factors working against your business value. There is one factor we know for sure is working FOR your business value.
Ask us how we help our business owner clients to increase the value of the company, reduce taxes on the transition of ownership, and mitigate risk throughout the process!

We Support

Owners
Ask us how we help our business owner clients to increase the value of the company, reduce taxes on the transition of ownership, and mitigate risk throughout the process!
Family Members
If you are a family member working in the family business and you are concerned about future transition of ownership, we can help you.
Key Employees
As a key employee, you have helped to build value in the company you work for. We can work with you and your business owner to develop strategies that reward you and the owner for your efforts.

RT Wealth Exit Planning Process

Define
Evaluate
Build
Strategy
Protect
Coordinate

UPCOMING EVENTS

What is Exit Planning AND How Do New Proposed Valuation Laws Affect Your Business?

What is Exit Planning AND How Do New Proposed Valuation Laws Affect Your Business?

Date:   November 18th Time:   3:30 – 4 pm Networking Workshop: 4-5 pm Q&A: 4:45 – 5   Register here:

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