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How Does My Company’s Dependence on Me Impact My Exit Options?

Many owners today are becoming aware that a process exists to help them plan for the exit from their privately-held business. Some of these owners are also beginning to see that the greater amount of dependence that their company has on their individual efforts, the harder it will be to transition to a new owner.

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Measuring and Managing Owner Dependence

The Owner Dependence Index™️ is a free online survey tool that allows owners of privately-held businesses to measure the amount of dependence that their business has on their individual efforts. Take a short assessment and receive a free report highlighting the value that lets that owner know how dependent their business is on their individual efforts.

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services are offered through Jacobi Capital Management, LLC, an SEC Registered Investment Adviser. Jacobi Capital Management, LLC is an entirely separate entity from LPL Financial. Jacobi Capital Management, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL and Investment Adviser Representatives of Jacobi Capital Management, LLC; or (2) solely Investment Adviser Representatives of Jacobi Capital Management, LLC. Although all personnel operates their businesses under the name of Jacobi Capital Management, LLC or Jacobi Wealth Advisors they are each possibly subject to differing obligations and limitations and may be able to provide different products or services. Please speak with your financial professional for more information or see their personnel bio pages on the Jacobi Wealth Advisors website at 

Pinnacle Equity Solutions, Jacobi Wealth Advisors, and LPL Financial are separate entities.

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