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Your Exit-Planning Advisors

 

Many of the tasks associated with business valuation growth and business succession are complex, which is why it helps to work with an advisory team. The truth is that every person has things they know don't know and it would be wise to work with a team of individuals that can help. Below is a list of Exit-Planning Advisors that may or may not be used in the eventual sale of one's business.

 

Who's involved in the business planning process?

The Team is typically made up of:

  • CPA / Valuation Specialist
  • Attorney (Business / Estate Planning)
  • Insurance Professional
  • Financial Advisor
  • Management Consultant
  • Business Broker / Investment Banker

 

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  •   1750 N Maitland Ave, Maitland, FL 32751
  •   (321) 304-4009 (phone) | (321) 304-4103 (fax)
  •  bordroom@evershore.com

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Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Evershore Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3121051 DOFU 6/2020

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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Insurance licensed in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

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