IHP Advisors help clients clearly visualize, organize, protect, and grow their entire financial life using a unique wealth and rulebook. We understand each person, family, and/or business owner has individual financial goals, and those goals change as you move through the various stages of life. On average, 80% of the business owner’s total wealth is tied up in the business, so the risk of not having a team to build a solid exit plan seems too costly to ignore. According to research from the Exit Planning Institute, most owners believe it’s important to have a transition strategy. However, ☞ 49% have not done any planning ☞ 83% do not have a written plan ☞ 66% do not even know all of their options ☞ 50% of businesses are underinsured The unfortunate reality is 50% of business exits result from one of the following: Death, Divorce, Disability, Disagreement, and/or Distress. Are you prepared for an unexpected exit? In order to maximize our clients' cash flow while minimizing their tax burden over time, we play an active role in working with CPAs. This allows us to - ☞ Reduce the risks that come from referring clients to third parties ☞ Reduce the risk of losing clients by being more proactive ☞ Provide more value and increase client satisfaction ☞ Increase organic growth by giving clients a story worth sharing with family and friends The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. As part of a CPA Team, my team and I can help with this new reality. Schedule a time today to review your situation and how IHP Advisors can help you - ✉ mike@ihpadvisors or ☎ 801-341-9416.