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BUSINESS OWNERS & PROFESSIONALS

 

Are you doing all you can to optimize your business or practice?

If you are like most business owners and professionals, you have dedicated a significant part of your life to making it a success. But is your business doing all it can for you?

  • Are there additional tax strategies that would preserve more of what your business earns?
  • What planning techniques could help leverage your efforts to enhance your business productivity, revenue and value?
  • Are there strategies that could draw money out of your business tax free and allow you to diversify your wealth with outside investments?
  • Are you doing all you can to protect your liability exposure?
  • Do you want to be freed up from the personal financial management so you can focus more time on building your business and enjoying your family?
  • What succession plan do you have in place to help assure you receive the best price for your business sale?
  • What role could Private Equity, ESOP and other funding sources play in helping optimize that sale?
  • What strategies can protect that transaction from excessive tax erosion?
  • How can you ensure the future success of your business and assure your most loyal key employees?

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IMPORTANT DISCLOSURES

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

eMoney is an independent organization and is not affiliated with Nautilus Wealth Advisors. 

Nautilus Wealth Advisors | 410 N. Miramar Avenue | Indialantic, FL 32903 | 321-724-1888

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