Exit Plan - Revisited

Today's business owners face many challenges in maximizing their business exit options. The exit transaction may likely be the largest financial transaction of an owner's life, and could even provide generational wealth.

In preparation for the financial exit, however, owners should also invest the necessary time and energy to assess their mental readiness to begin the post-business phase of life.

Bradley Harsch is an Accredited Investment Fiduciary® specializing in strategic investment portfolio optimization. Brad lives in Sacramento, California with his wife Michelle and their five children. Brad can be reached at bharsch@lighthouse-sa.com © 2011 Bradley R. Harsch

Bradley Harsch is a registered representative with, and securities are offered through, LPL Financial LLC, Member FINRA/SIPC. Investment Advice offered through Strategic Wealth Advisors Group (SWAG), a SEC registered investment advisor and separate entity from LPL Financial LLC. Tracking 1-030145.

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• succession
• investment
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• mental
• readiness
• invest
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