At Progressive Financial Strategy our philosophy is that each client requires a financial portfolio to match their varied risk appetite and it takes an expert understanding of the financial markets to design a portfolio that achieves the clients’ desired goals.
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How do I maximize the value of my business when I leave?
As a small business owner, how do I plan for my own and my employees’ needs?
What are the tax consequences of the succession plan?
How can I most effectively transition my business?
I need retirement income from my business.
How will I divide company shares and leadership responsibilities between my children?
I want to retain control over my business for some period after retirement.
What happens to the business if one partner is incapacitated?
What is a buy-sell agreement between business partners?
What if my partner gets a divorce and the settlement calls for the spouse to receive a portion of our joint business assets?