David & Christine

Age: 50

• $2,000,000 in business income

• Looking to exit and not sure the best routes

What made them reach out?

David & Christine have built a successful engineering firm and want to exit their practice in the next 5 years. They’re worried about taxes when they sell but also transitioning to income & assets they don’t have control over. They want to make sure they make the most of their business.

What We Found

After digging into their financial situation we boiled their goals down into a few key areas:





What We Did
You've invested everything into your business.
Now it's time to invest in yourself.
Take the First Step to Financial Clarity