A single woman age 47 is contemplating selling her business to her 38-year-old niece. The niece has been working for the company for 12 years. The owner isn’t certain, but estimates she will need $15 million after taxes to accomplish everything she wants to do in life. She is uncertain about how to plan for the future.
The business owner is referred to Cornerstone. Through an initial assessment, Cornerstone identifies three primary concerns:
Cornerstone assembles a team of professionals to help her achieve these goals, including:
In addition to assembling and overseeing advisors who help her achieve a successful plan, Cornerstone continues to guide her investment portfolio, before, during, and after the sale is consummated.
Disclaimer: Information provided is for illustrative purposes only and should not be considered investment advice. The information provided is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. No reliance should be placed on any such information when making an investment decision. Nothing herein is intended as an endorsement by any person of Cornerstone nor should the information be construed as a statement of a typical client’s experience with Cornerstone. No guarantee of investment performance is being provided and no inference to the contrary should be made.