Business Planning & Exit Planning

While an entrepreneur is working on their business, there are many layers of employee benefit plans and risk management options that can provide additional stability and protection for the business. Whether it be Deferred Compensation, Buy/Sell Agreements or Business Succession Planning, at Vista Pointe Wealth Solutions, we have great experience with identifying opportunities and assessing risks that a business owner may or may not be aware.

A business tends to always be the entrepreneur’s largest asset. It is the monetization of this asset that ends up being the most important transaction of a business owner’s lifetime. Internally, and through strategical partners, we have assembled a team of experienced professionals to assist in maximizing the exit price of an entrepreneur’s most important asset. A phenomenal growth and exit plan looks to “stage” all aspects of the business for maximum sales price.  This process is executed in coordination with the proper estate plan to “capture” the exited wealth in the most tax-efficient manner along with integrating a distribution plan assuring the client can spend and enjoy the lifestyle of their dreams.