READY, SET, RETIRE

Ready, Set, Retire


PoleStar not only cares about your business’s value, but also your personal needs for retirement. Most business owners have 85% of their net worth tied up in their business, and we can help address any gap between the value of your business and your post-retirement financial needs.

 

We’ll make sure you retire on time with the PoleStar Process:

Business
Valuation

Creating Exit Plans

Increasing Company
Salability

Post-Retirement Planning

Personal Asset
Analysis

Transaction Management

Evaluation of Internal
&
External Options

Tax Planning

Financial Needs
Assessment

Executing Exit Strategies

Through this process, we are able to create a unique plan that will work so that you can retire easier and happier by examining all the options available to you.