You may have or may need a number of trusted advisors – an attorney, accountant, investment professional, insurance agent and others. Often it is up to you to manage and coordinate the planning and advice given by your advisors to have the overall plan come to fruition. But, as the client, you may not have the various industry experience and knowledge necessary to fulfill the roles and be able to make an unbiased decision.
Our ideal outcome is to build a consensus from Exemplar’s most trusted advisor relationships. All great teams require direction and coordination, and we provide the leadership necessary to achieve the desired result.
Our independent advisor status offers us the unique advantage of offering client-centric advice. You are the client and our recommendations are designed to coordinate the advice from multiple sources and provide you the guidance necessary to promote your personal freedom.
Financial Planning with Flexpertise®
Business Continuation Planning
Executive Retention and Compensation
We hope you had the opportunity to join us in reading Part I of our succession planning series, “Succession Planning for Business Owners: Your Business Is at Risk Without a Plan.” As we addressed in Part I, without proper planning, the sudden death of a small business...
Many business owners have the majority of their wealth wrapped up in their business. They may even plan to use it as the principal source of their retirement funding. However, unexpected life events can happen at any age and without careful planning your business may...
Business Health Assessment
Identify blind spots and growth opportunities with our business health assessment
Los Angeles /
Santa Monica, CA
Phone - 617-542-7400