Westchester

Do you know when you want to leave your business?

Have you decided whether you would like to transfer or sell your business?

Do you know what 'your number' is?

Have you figured out how much cash or annual cash flow you will need to support your lifestyle?

Do you know how much your business is worth today?

Do you know how to maximize your tax-efficiency upon the sale or transfer of your business?

Do you have a plan for your business if you are unable to continue working or in the event of your death?

Do you have the appropriate team members that can help in this process from CPA, attorney and wealth advisor?

Do you have an estate plan?

440 Mamaroneck Avenue
Suite 506
Harrison, NY 10528

Office: (914) 825-8630
Fax: (914) 777-1751
Toll free: (888) 337-3230

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

Exit Planning Quiz

If you answer "no" to any of these questions, talk to us about how to get your exit planning strategy in place.