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Business Owners

The success of business over the years has depended upon the financial decisions an owner makes during the life of his or her business.  During that time, they focus on financial decisions affecting them and their family. Now that they are planning for retirement, there are several questions looming. How do I invest the money earned from the sale of my business for retirement and if the income will be sustainable for them and future generations? Should I sell my business or keep it in the family? What are the tax implications?

Athenian Private Client Group with your Tax Advisor will work together and answer these and all other questions with a goal that the assets they have accumulated are available efficiently for retirement.

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