Jan Graybill, CFP®, CLU®, ChFC®, MSFS, CEPA®
100 percent of owners will exit their business; only 50 percent will exit on their terms.*
Private-business owners are the lifeblood of a strong economy: their businesses employ the largest share of people, and their successes have deeply important impacts on their communities. Owners deserve a business exit that reflects the successes they’ve brought to others. That’s why Legacy Planning Partners’ mission, as an Exit Planning Advisor, is to make sure that owners don’t leave those successes at the office.
As a member of the BEI Network of Exit Planning Professionals, the firm uses the BEI Seven Step Exit Planning Process, a systematic process that is universal in its practice but unique in its outcomes. The Process is unique to each client because it centers on their goals, their situations and their needs.
Legacy Planning Partners’ financial advisors are certified Exit Planners who look forward to learning about every client’s unique goals and helping them to create an Exit Plan that lets them and their family, business and community enjoy a business exit in style.
3440 Hamilton Blvd., Allentown | 484.765.9100 | legacy-online.com
Additional Offices in Plymouth Meeting & West Chester
*Source: Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value and Unlock Wealth by Christopher Snider, CEPA/CEO of Business Exit Planning Institute. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Legacy Planning Partners is independently owned and operated. 3440 Hamilton Blvd, Allentown, PA 18103 DOFU 10/2017 TN 1924004
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