An exit transition affects everyone: you, your fellow investors, spouses, children, etc. It is important to start a thoughtful process to lay the groundwork of your liquidity event before it happens.
Strategies Tailored To You, Your Business, Your Goals
Our team of professionals assess all possible strategies and lays them out in front of you to help provide you with a personal outcome that is representative of your goals, future aspirations, and all that you’ve worked hard for. Determining your key objectives is paramount to coming up with a comprehensive exit plan.
When determining the best exit strategy for you, Park City Wealth Advisors assesses the business as is and its growth opportunity. We highlight the strengths of our client’s business and build upon those strengths to ensure our client’s vision of personal financial legacy is met.
Our Liquidity & Exit Planning services include the following:
Tax Strategy, Deferral, Planning
Stock Option Expertise
Investment Planning
Entity Structure Discussions
Public & Private Investment Exploration
Section 1202
We understand the lifestyle of those we serve. Our team commits to your long term financial wellness while you use your time to strategically close your current chapter and thoughtfully plan the next.
Educational Resources at Park City Wealth Advisors
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth, providing educational resources on our website to help you learn more. We invite you to browse, read, watch, download, and learn about the basics of finance and retirement. Questions? Schedule an appointment by calling or texting: (435) 500-5979 or emailing
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
