Financial Advisors

What "trades" are utilized in the exit strategy process? Every interim and final exit strategy requires the services of a team: three attorneys (general business, estate, and tax), a CPA, stockbroker, personal/commercial banker, financial planner, insurance agent, benefits advisor, business valuator/appraiser, business broker or investment banker, real estate agent, and a general and/or specialized business consultant. Imagine the cost of bringing all these experts together in one room!

Aside from the cost, conflicts inevitably occur among experts. A financial planner would have a different approach than a CPA, and a tax attorney could have a contrasting opinion to that of the business broker. These professionals view the process from their individual perspectives and are advocates of how their specific products or services should be combined to provide a solution for their client. Instead, they must put aside individual perspectives and advocacy and act as a team focused on the client’s best interests. It is only through efficient teamwork that it is possible to capture the desired outcome in the shortest period of time.

Effective exit strategy planning and execution mandates integration of four advisory services:

• Business operational and financial consulting
• Business, personal, and transactional tax planning
• IPA Business Value Mapping
• Business and personal financial services

The problem is finding an "architect" who is knowledgeable of each trade, the regulatory and code requirements that must be satisfied, and who is capable of providing the required integrated services.

We only know of one – IPA. IPA with 1,700+ employees, maintain credentials and certifications in all required disciplines and have integrated those disciplines to provide you a unique, unduplicated proprietary approach to focusing your life efforts. Thus, you are enabled to achieve your desired results in the most efficient, effective, tax-advantaged manner possible.

IPA Client Home - Financial Advisors - IPA Business Value Mapping - It’s all about having options - Succession can take two forms - ESOP & IPO - Preparing a business for Exit requires - Transactional Tax Planning