On the Money

Post-recession exit strategy by Jose Freyre, founder and president of Milwaukee-based Monarch Wealth Management

For many business owners, the majority of their net worth is tied to their business. Planning for the eventual exit of the business is a critical yet overlooked planning area if they are to retire on their terms.

Many business owners that were planning to retire in the next five to 10 years were adversely affected by the Great Recession. Many realize they will have to rebuild business value to meet financial goals. For many, the first step is determining your “gap” and your “number.”

Read more here in the latest issue of BizTimes Milwaukee.

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