Starting from identifying the objects of your exit, all the way to implementing the plan, we organize and manage every aspect the process. Exit Planning requires the coordinated efforts of several advisors – minimally a CPA, attorney, and financial or insurance professional. Working together as your advisory team, advisors skilled in exit planning can help you to achieve your exit goals.
Chairnan and founder
Your Exit Objectives
Business & Personal Financial Resources
Building and Preserving Business Value
Selling Your Company To A Third-Party
Transfering Your Ownership To Insiders
Personal Wealth And Estate Planning
As a client of Chris’ for 12+ years, I have to say he is a welcome breath of fresh air; because he immediately makes you a member of his family by listening to your investment concerns, counseling you on the best strategy to reach your financial potential for the future. His personal one on one interaction, with me as a client, and continued advice have been invaluable to planning my retirement future.
Chris encouraged us to increase our savings a number of years ago; this enabling us to retire with confidence. Our regular meetings with Chris are informative, friendly and encouraging. His explanations of world events and their affect on the market have been an education to us. Our dreams of a rewarding retirement have been achieved because of our association with the Hadjiyianni Team.