Westchester

Do you know when you want to leave your business?

Have you decided whether you would like to transfer or sell your business?

Do you know what 'your number' is?

Have you figured out how much cash or annual cash flow you will need to support your lifestyle?

Do you know how much your business is worth today?

Do you know how to maximize your tax-efficiency upon the sale or transfer of your business?

Do you have a plan for your business if you are unable to continue working or in the event of your death?

Do you have the appropriate team members that can help in this process from CPA, attorney and wealth advisor?

Do you have an estate plan?

440 Mamaroneck Avenue
Suite 506
Harrison, NY 10528

Office: (914) 825-8630
Fax: (914) 777-1751
Toll free: (888) 337-3230

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org

Exit Planning Quiz

If you answer "no" to any of these questions, talk to us about how to get your exit planning strategy in place.