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Being a business owner is not for the faint of heart. They are responsible for running a business, small or large, and all of the tasks and challenges that come along with it. With many people depending on them, they have to balance running a successful business and having a life outside of work. Unfortunately, the time spent running a business doesn’t leave much room for personal financial planning. That is why every business owner should have an experienced financial advisor that understands how their mind and world works. Fortunately, the financial advisors for business owners at Jacobi Wealth Advisors understand your unique position and can help you create a successful financial plan. Let’s take a look at some of the special strategies for business owners we have available at Jacobi Wealth Advisors.


Business Exit Plan

When you run a business, you will inevitably leave it someday. Exiting a business as an owner is a situation that must be planned for. Exit plans can help ensure a successful financial future for both you and your business. Waiting to create an exit plan until you are leaving is a recipe for disaster. The process of leaving a business can be filled with emotions and can lead you to make decisions that are not sound. At Jacobi Wealth Advisors, we help you create a strategic exit plan to monetize your largest asset. To kick off your business exit plan, we have created a survey known as the Business Exit Readiness Index (BERI), which will help you gauge how ready you are to leave your business. You will receive a 6-page report of your results, compliments of Jacobi Wealth Advisors. 


Transferring Your Business

Creating a business that you can transfer is one of the most important parts of a business exit plan. Your next successor will be responsible for the future of the business. When creating a business exit plan, it is important to determine if your business is too dependent on your role in the company. At Jacobi Wealth Investors, we have created a survey known as the Owner Dependence Index (ODI) that will help you gauge how dependent your company is on you. Once this information is determined, it is easier to create a business exit plan that is customized to you and your situation. 


Financial Advisors for Business Owners at Jacobi Wealth

Being a business owner puts you in a unique situation when it comes to personal financial planning. That’s why it is important to choose an advisor who understands the challenges and risks you face. If you are a business owner in Berwyn or the surrounding area, then Jacobi Wealth Advisors is your go-to company for personal financial planning. Whether it’s stocks, bonds, cash, real estate, or private business, we can advise you on all. Contact us today to get started on your financial planning for business owners. 


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