GWE strives to offer our clients and advisors state of the art products and planning techniques. As part of this commitment, we are pleased to announce that we have expanded our Succession Planning division to include Exit Planning for Closely Held Businesses.
Exit Planning provides a roadmap that allows the owners of closely held businesses to leave that business on their own terms and in style. GWE works with you and your team of advisors to:
If you are interested in finding out more about this exciting new strategy or attending an upcoming seminar, please contact Carolyn Lunman at our office.