Optimizing Your Client’s Business Exit | WealthManagement.com

“In football, great quarterbacks excel when they’ve reached the “Red Zone”—the last 20 yards before the end zone. Business owners have a Red Zone as well—the final years before exiting. Unfortunately, most business owners aren’t experienced in the Red Zone. With no preparation or game plan, they often fumble away tax savings and their ultimate walkaway money. That’s where you come in.” – Guy Baker

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