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phone    856.722.5300
email      firm@hfco.com

Exit Planning Services

Haefele Flanagan provides clients with systematic guidance on preparing Exit Plans. A well designed and implemented Exit Plan is a powerful and valuable business tool.

Remember, it’s never too early to begin the Exit Planning process, but it can often be too late. In our experience, it takes at least three years of advance planning to achieve optimal results for your business – so let’s get started today!

As an owner, an Exit Plan enable you to:

  • Achieve your business and personal goals
  • Learn how and when to maximize the value of your business
  • Facilitate your retirement and financial security
  • Preserve family harmony
  • Reduce employee and family uncertainty
  • Protect the value of your business in good times and bad
  • Minimize, defer, eliminate capital gain, estate, and income taxes
  • Have strategic options from which to choose

In today’s turbulent markets you want a professional advisor with knowledge, expertise, and experience to assist you in making good decisions relating to the transition of your business.

Haefele Flanagan is a member of the Exit Planning Institute. We have Certified Exit Planning Advisors and other professionals on hand with the experience and qualifications necessary to assist you in developing personal and business action plans to satisfy your goals.