Your Challenge
Many business owners assume that retirement simply means selling their business and living off the proceeds. However, as retirement approaches, it becomes clear that a well-structured and detailed financial roadmap is essential to achieving long-term stability and confidence.
The Voyager Approach
We would begin by helping the business owner gain a comprehensive understanding of their overall financial picture. By collaborating with their existing professionals—such as a CPA and an estate planning attorney—we help ensure a cohesive strategy that aligns with their goals. Additionally, we may introduce them to a sell-side advisory firm to provide valuable insights into the business sale process.
Together, we would develop a diversified income plan that does not rely solely on selling the business at a specific price, ensuring greater financial flexibility and confidence in retirement
This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy settled, including diversification and asset allocation.
