Exit Planning Readiness Assessment

Exit Planning Readiness Assessment

If you have thought about leaving your business but don’t know how to begin, you are in good company. This Exit Planning Readiness assessment is a first step toward creating a road map to exit your business on your terms and conditions. After completing the assessment, we’ll reach out to you to discuss how Racen Wealth Management can help create and implement the strategies you need to succeed.

Racen Wealth Management

Peter Racen, CFP®, CLU®, ChFC®, CASL®, AEP®
CEO


Racen Wealth Management

 

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