What is exit planning for business owners?

Exit planning is the process of preparing a business owner to sell, transition, or step away from their business while maximizing value and minimizing taxes.

When should I start planning my business exit?

Most business owners should begin exit planning 3 to 5 years before selling to optimize valuation, reduce risk, and ensure a smooth transition.

How does legacy planning differ from financial planning?

Legacy planning focuses on the long-term impact of your wealth, values, and business beyond your lifetime, while financial planning focuses on managing money during your life.

PLAN | STEWARD | GROW

Financial planning doesn’t have to be stressful.

It can be empowering.

PLAN | STEWARD | GROW

Financial planning doesn’t have to be stressful.

It can be empowering.

Build A Life You Never Want To Retire From

Introduction

Your Financial Success Story Starts Here With a Simple 30 Minute Meeting.

Discovery

We Uncover Insights To Help Better Secure Your Financial Future.

Foundation

Solidify Your Legacy By Building

The Foundation of Your Financial Plan.

Take Your First StepSchedule Your Introduction Meeting

Insights From Bluegrass Legacy Group

A Guide To Not Falling Into The Retirement Trap

Legends Don't Retire:

And Neither Should You

Legacy calls us to engage in a lifetime of discovery. It beckons us to learn who we are, what we have to offer our loved ones, and the causes we want to magnify. While influence can be made through wealth, it extends beyond money alone. Your legacy is a story of significance that you write upon the hearts of people and organizations you care about.

Legends Don't Retire is packed with lots of added value:

21 questions designed to challenge you to think critically
5 budgeting strategies to optimize your cashflow
Kyle's 9 Step Legacy Planning Checklist
A roadmap for goal-setting and accountability to put your legacy in motion
Best practices for surrounding yourself with the 5 essential team members every investor needs

Join The Movement

Let's Coordinate the Bigger Picture.

Take Your First StepSchedule Your Introduction Meeting

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Additional financial planning services offered through Bluegrass Legacy Planning, LLC are separate and not offered through Commonwealth.

817.854.8833

118 W Olive St. Keller, TX 76248

linkedin.com/bluegrass-legacy-group

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The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.