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Ready or Not, Your Future is Coming

I have worked with incredibly successful business owners worth tens and hundreds of millions of dollars. Early in my career as a financial advisor, it was easy to assume these business owners planned for their financial future. One client described how his son-in-law, a leading law professor at an Ivy League university, advised him that all of his ducks were in a row. Upon closer examination, it became apparent that essential planning had not been executed. He only had a basic will in place for an estate worth more than $50 million!

It isn’t enough to have a general idea of what will happen when you are ready to sell or transfer your business. You need to have a proper plan in place for all areas of your financial future, your Designed Destination.

How well prepared do you think you are? Take the quiz to find out!

Ganim Financial, GFS, does not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

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