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South Burlington, VT 802.846.1264

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the four boxes of financial independence

Financial planning for business owners

exit_planningUnderstanding your options when it comes time to leave your business is an important strategic decision you will make. We've developed a simple tool that allows you to know what you need to do financially before it's time to retire.

As a private business owner you should ask what do I need financially to leave my business.
 

The 4 Boxes of Business Financial Planning for Independence Report allows you to begin planning today.

  • Learn why your business might not allow you to retire.
  • Understand the tools for measuring financial independence.
  • Learn how to leave your business with the lifestyle you want.
  • Learn why real estate may be a more important asset than your business in retirement.
  • Understand why cash flow remains king, even in retirement.
You'll learn specific strategies you can pursue that will increase the odds of you retiring and not having to go back to work for someone else.

Fill out the form on the side to get a copy of your report.

 

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