Business exits can be both complex as well as emotional. Adopting a sound exit and succession plan can help minimize potential stumbling blocks and maximize the value of the option you select to exit your business.
For over 30 years, Jacobi Wealth Advisors has been working with business owners to create strategies to help them pursue their goals and optimize the probability of success. Reach out to us for a free consultation about your Exit Plan today.
Interested in learning even more?
Download our FREE whitepaper entitled
“6 Keys to Creating a Business You Can Transfer”
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 www.jacobiwealth.com
Jacobi Wealth Advisors and LPL Financial are all separate entities.