Executive Retirement and Business Exit Strategy

Perhaps most notably, business owners have employed our proprietary PRSPlan™ which offers a strategic advantage in addressing business exit, succession planning, and retirement security. This is accomplished largely by activating the unrealized equity value of the business itself years before a liquidity or exit event.

Many business owners may want to sell their business at some point. In the event the business cannot be sold to an outside or internal party, an implemented and seasoned PRSPlan™ may be utilized to strategically position your business to have the funds necessary to help fund a transaction. This strategic advantage is intended to help business owners take control of their own destiny decades into the future.

Additionally, a PRSPlan™ is designed to help meaningfully reduce certain of the short-term risks that are present to all business owners in the event of their untimely death.

The underlying asset acquired is designed to be volatility protected; which is intended to help further protect the clients financial interests.