The Success Inventory by The Patrick Group.

Business Legacy

You spend your life building and running your business.  Take time  to start thinking about how you want to leave and what is the legacy you want to leave after you’ve exited your business.

The first step in building a business legacy is having a clear understanding of what the legacy should be.  We help you gain clarity around your legacy goals and then provide you with a choice of tactics and tools that can help you achieve the goals you’ve developed.

Selected tools:


Internal transfer strategies
Recapitalization and flip
Attracting key people for your organization
Creating capacity in your business and personal life
Becoming strategic in operating your business
Creating enterprise value for your business

Articles


Understand the Stage of Your Business

The Objective Review

The Financial Life of the Private Business Owner

Stage 2 Business Planning

Seven Myths of the Privately Held Business

Mission Vision Values and Goals

Multiple Bottom Lines 

The above tools, techniques and resources are listed as examples. Your Stage2 Advisor will work with you to identify the right strategies for you depending on your specific life goals and financial goals.

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Email:

Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives
of NFP Securities, Inc. a Federally Registered Investment Advisor
Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
National Financial Partners Corp., the parent company of NFP Securities, Inc.


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