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Growing Into Your Eventual Exit

It has been said that ‘timing is everything. Well as far as business growth and exit planning goes, ‘timing’ may end up being one of the most important elements of your overall plan. But how you can begin to design a successful growth and exit plan no matter if your exit is near or many years into the future?

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“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.

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