Rothschild Financial Partners is pleased to share that Mac O’Brien, a member of the firm’s team, recently contributed an expert opinion article
You’re an entrepreneur. You build, and then build more. If you’re looking for your next opportunity to grow and diversify while protecting your life’s work, you want a succession plan that leaves you in control. This is what we’re here for.
By running a full “all possibilities” scenario exercise, our business succession solutions help you plan for the future and any possible contingencies. You might be ready to move on now, or are just getting everything in order. We’re here to help you see the whole picture.
We’ll take the time to get to know your business and your long-term vision for it. We’ll help you prepare for a potential sale and evaluate your exit options. Then we’ll explore all your exit options with you.
You may be transitioning the whole business to family members. Or you could give them stock shares. Whatever you decide, we’ll facilitate the conversations and help them to understand the financial details and responsibilities.
We’ll plan for a range of “what if” scenarios, considering tax strategies, wealth transfer, and legal considerations so you’re prepared as circumstances change.
What could happen to your business under your current structure if you passed away or became unable to work? What would happen to your revenues? Employees? Let’s set a baseline and determine if it can be improved.
We’ll build a set of alternative pathways you could set up. We’ll vet and model each one until a preferred option makes itself clear.
This may involve outside professionals including business valuation consultants, accountants and attorneys.
Feel confident to start a new adventure. We’ll integrate your succession plan with your personal wealth management plan, such as review portfolio allocations, consider capital gains tax and philanthropy strategies, and manage wealth transfer.
You’ve earned your success through hard work and precise focus. Your integrated wealth plan includes exiting the business and transitioning into something new. While you’re still in charge of your life, you need a trustworthy, fiduciary-minded team to help navigate the complex steps.
Our advisors are always looking around the corner. They identify potential threats and opportunities that you might be too close to see. They’re happy to share their knowledge so you can plan ahead. Read our blog to learn more about succession planning and exit strategies.
Rothschild Financial Partners is pleased to share that Mac O’Brien, a member of the firm’s team, recently contributed an expert opinion article
Mac O’Brien, Chief Growth Officer at Rothschild Financial Partners, was recently featured in Financial Planning’s article, “As Private Equity Reshapes RIAs, Advisors
From our headquarters in Chicago, our advisors help successful business owners and executives transition their companies, and their lives, to something new. Let Rothschild Financial Partners help you manage the financial complexities of succession planning so you can enjoy your future.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
