Consumption versus Accumulation Assets
There is a difference between an asset that serves the purpose of consumption and one that serves the purpose of accumulation. This is an extremely important distinction to make when you begin to think about who will own your business next.
Let’s take a look at both types to help you see where you and your business best fit.
Business Exit Readiness Index™️
At some point, you ARE going to leave your business. The question is When, How, and on What terms? According to BizEquity, a leading national firm on business valuation, 86% of private business owners lack a formal Exit and Succession strategy for their business.
Gauging your financial and mental readiness to leave your business is an absolute necessity, take our Business Exit Readiness Index (BERI) survey and receive a free, 6-page report with your results
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 and Jacobi Wealth Advisors are entirely separate entities 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 operate their businesses under the name of Jacobi Capital Management, LLC or Jacobi Wealth Advisors, they are each possibly subject to the differing obligations and limitations and may be able to provide differing 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.
Pinnacle Equity Solutions, BizEquity, Jacobi Wealth Advisors and LPL Financial are all separate entities.