Business Owner's Pre-Exit Financial Checklist
Measure your preparedness to reach financial freedom
Do you have a defined strategy on how you will invest your assets to meet your post-exit living expenses and other income needs, without running out of money and other financial needs?
Is your risk under control?
Are your health insurance needs covered?
Review our Business Owner Investor Needs Checklist to discover areas of planning you may need to address to reach and maintain financial freedom post-exit.
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ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328