Business Owners
A partnership with NEIRG can help you maximize and manage the financial opportunities that are part of running a successful enterprise.
Solutions for Business Owners
As a business owner, your time is a precious commodity, and your financial opportunity set is large. Whether you continue to manage the business well into retirement or explore exit strategies, there are numerous paths, forks in the road, and key decisions that must be managed and optimized. When you partner with our team, you gain a team of specialists who can help you navigate the financial opportunities of your business and maximize the value of your business to your personal legacy.
One Client’s Story
Our client was a serial entrepreneur owning four companies at the time he engaged NEIRG. He had some personal wealth with a different advisor but did not feel like anyone was managing the big picture. His investments were not in concert with his estate plan and overall balance sheet incorporating his businesses.
Additionally, he did not have anyone coaching him on how his businesses were being run and what the end game would be when he wanted to retire.
Business Succession Planning
Our objective is to help owners maximize the value of the business they have worked so hard to build.
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