John*
John owns his own business and has been eyeing retirement for the last 5-10 years. He had hope for succession but no clear path. After pushing off retirement for too long, John sat down with Cornerstone to talk about his options.
John and the Cornerstone Wealth Enterprise Solutions team started to make an exit plan for John based on his personal and business goals. They began by mapping out all his assets and defining his retirement aspirations and expectations for his business. They then looked at the current value of his business to determine next steps towards maximum sale value.
John had some very specific goals for the future sale of his business and Cornerstone Wealth explained the options and steps to achieve his sale goals.
As John works towards his goals, he more clearly understands how his choices today, impact his short term and long term future.
