Starting from identifying your goals and objectives of exiting your business, all the way to implementing the plan, we organize and manage every aspect of the process. Exit planning requires the coordinated efforts of several advisors – minimally a CPA, Attorney, Business Valuator, and Financial or Insurance professionals. Skilled advisors in Succession planning can help you to achieve your goals.
Chris and Paulina Hadjiyianni
Certified Exit Planners
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.