Your Life Now
Coordinating professional advisors, but wasting your most valuable resource - your time!
Your Life with NEXTPHASE
Focusing on what you do best: growing your business.
Discover
Clarifying Goals & Objectives
Business & Financial Risk Assessment
Financial Needs Analysis
Retirement Income Gap Analysis
Business Valuation
Discovery Phase
$3900
Design
Retirement Income Plan
Business Continuity Instructions
Buy-Sell Agreements
Key Employee Incentive Planning
Value Driver & Growth Planning
Estate Planning
Design Phase
Project-based Fee (based on complexity)
- Number of Owners
- Number of Business Entities
- Family-member involvement
Implement
Family Business Transfer
Transfer to Key Employees
Strategic Buyer
Private Equity
Employee Stock Ownership Plan (ESOP)
Implementation Phase
Monthly Retainer
Third-Party Sale- $3500 per month
Insider Transfer- $5000 per month
(Minimum 12-month engagement)