A holistic approach to high-value exit planning
The first step is getting you and your business ready for exit.
As a partner in execution management, we actively participate in your exit planning.
Secure retirement, tax planning, estate planning, and investment management for after you exit.
INDUSTRY SECTORS SERVED
STATES WE WORK IN
Why Encore Financial?
We help business owners...
1. Understand the value of their business, both tangible and intangible
2. Determine how ready and attractive their company is currently
3. Identify the owner’s three gaps (value, wealth, profit)
4. Identify the Range of Value of an owner’s company
5. What is it worth today and what is it potentially worth
6. Understand their exit options and how they apply to their company and exit goals
7. Better understanding of their personal vision and personal financial needs
8. Align their business, personal, and financial goals
9. Create, deliver, and maintain 90-day action plans helping an owner de-risk their business and grow value
10. Bring the advisory team together, and the owner's internal team together, to work towards common goals and better collaborate