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Financial Services of
Business
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Every
Business Owner will eventually retire and exit their business in one way
or another.
- Maximize Business Value
- Key Person
Insurance
- Buy-Sell Planning
- Sell Business
- Transfer to Family
The key question: Will
the owner have all the financial pieces in place to exit according to
plan?
Do you have a retirement
plan?
Do you have an business exit plan?
Do you have an exit team? |
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J. Alex Arce, MBA,
CBI
Independent Agent & Broker
415-683-3370 |
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Key
Benefit of working of with me. I will work with the
business owner on ways to maximize the business' value or recruit,
reward, and retain key employees. I also work with a family on
planning for the legacy and estate liquidity. Financial solutions
I provide are customized to fit your needs and there is no charge
for financial planning.
I offer financial services to grow your business and retire in
style.
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Business
Sales, Mergers & Acquisitions: I work with you
to prepare your business for sale or merger. I package
your business, create a market, negotiate with buyers, and
coordinate the entire transaction. This allow you to focus on
running your business and to maximize business value.
I offer Business Brokerage, Merger &
Acquisition Services. Learn
More
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Business
Planning: I help you take a snapshot of your
business. So that you know where you are, where you are going,
and how you will get there.
I offer Business Consulting & Business
Valuation services.
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