Nov 13 2024 24 mins 1
Our guest in this episode is Mark Cheeley, Financial Advisor and President of Synergy Wealth Management. Mark and his Ameriprise team work with a lot of business owners, many of whom are in the throes (or should be) of exit planning.
Most financial advisors work with individuals, so their knowledge of the exit process is limited or non-existent, and that's OK. Most clients fall under the individual category. But for owners of companies, it's important you work with an advisor who knows the process and can help you assemble a strong team of advisors, so you can achieve your best outcome. Mark says it all starts with a plan!
Mark and his team implement a comprehensive process, incorporating many types of tax saving and estate planning strategies alongside their financial planning and wealth management work. They also help owners with key person retention strategies and investment strategies that help keep the drawdown at a minimum. Mark's style is very collaborative and client centric; no wonder he’s a top advisor for Ameriprise!
You'll want to learn more about him and his expert advice. Listen to the episode here.
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