Exit & Legacy Planning

Understanding your “Value Gap” is fundamental to business owner planning. The value gap defines what you need to fund your personal endowment, the liquid assets available to your family & community, and the gap between the two.

Drawing upon the breadth of our team and broader Sagemark expertise, our team coordinates specialized planning spanning estate planning, retirement and investment planning, risk analysis, capital succession planning, and investment banking relationships.

Our approach focuses on solutions that work as well for executives in the business domain as for individuals in the personal domain. Business owners and executives benefit from a unified approach to managing retirement solutions, investments, insurance strategies, and succession/estate planning strategies within or beyond the four walls of the middle market business.