Our Business Succession Process

Our Business Succession Process Empowers YOU to Exit on your own terms!

Your business is likely one of your most important accomplishments in life and your largest financial asset. You’ve invested years of hard work, sacrifice and your own special spark of genius to make it thrive. At this point you understand the importance of making the right business decisions, as the quality of many individuals’ lives may depend on what you decide.

A Business Succession Plan — one of the best decisions you can make.

Payne Wealth Partners & Keystone Financial Consulting are ready to help you prepare a Business Succession Plan that benefits and protects:

  • Your Family
  • Your Interests
  • Your Assets
  • Your Employees

A Customized Process

Our customized process produces well-thought-out options and written business succession plans to help you exit on your terms.

It is designed to help you fulfill your goals and achieve your desired lifestyle when the time comes to transition to the next phase of your life.

Potential benefits of a written business succession plan:

  • Added value for your business
  • Peace of mind
  • Lending institutions may require it.

Our Certified Business Exit Consultant® will work closely with you and your trusted advisors to address issues such as:

  • Maintaining your family’s ongoing financial well-being
  • Business succession choices and possibilities planning
  • Minimizing and controlling taxes
  • Reducing and exposing risks
  • Protecting your assets in unexpected circumstances

Skills matter when it comes to building the right plan for you. We offer you specialized business succession expertise.

Payne Wealth Partners & Keystone Financial Consulting purposefully developed our succession process with an emphasis on providing the high level of professional excellence and knowledge that business owners require.

Our business succession process is directed by

N. Perry Moore
Certified Business Exit Consultant®

Perry earned this designation through Pinnacle Equity Solutions, the premier source for training advisors in this specialty. He also has earned the prestigious CERTIFIED FINANCIAL PLANNER TM designation.

Business Exit Case Studies

Life Transition

The bulk of my wealth is tied up in my business, and I know it cannot be left to risk. How can I transition from being a business owner to my next phase in life on my own terms?

Cash Flow Management

Determining how to prioritize cash is perplexing considering all we are balancing: college funding, maintaining a comfortable lifestyle, preparing for retirement, making debt payments for our business and real estate loans and keeping cash available for projects to help our business continue to grow.

Service Business Succession

My business is service related, and I am worried when it comes to retiring there won’t be an option to sell the business or transition it to new owners. How can I ensure I am financially ready for retirement independent of my business entity?

The Payne Wealth Partners/Keystone Financial Consulting Team is ready to help you create a business exit plan that sets the stage for success in the next chapter of your life!

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Our Business Succession Process February 24, 2016

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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