(Business Division of QSSA)
You can’t take your business to the ATM to cash it out.
Plan your Business Transition & Maximize your Retained Business Value.
RSM Financial is dedicated to helping business owners maximize the value you have built up in your business. Whether your planned exit is immediate, in a few years or decades away, there will be a time when you will leave the business and this event should be an integral part of your individual financial plan. Ensure that a successful business transition takes place in an orderly, deliberate and financially advantageous fashion.
Translate your Business Value into a Secure Financial Future
As a successful business owner, you have dedicated the time and effort necessary to grow your successful company. You’ve worked tirelessly to promote your brand and stay abreast of industry trends, tax regulations and growth opportunities. For many business owners and their families, the business value is often the biggest asset in your financial world yet, many business owners often overlook business transition planning that could help insure they turn your valuable business asset into a valuable personal asset and a secure retirement.
WHAT ARE YOUR OPTIONS?
I can work with you to help:
- Identify your goals
- Value your business
- Develop a business succession plan
- Manage your risk
- Walk you through the process
Robert Mulé (Bob), CPA, CFBS. I am seasoned professional with a broad background in both industry and the individual markets. With more than 30 years of experience in the financial services and consulting industries, my clients include corporate clients of all sizes from start-up companies through Fortune 500 companies.
I provide right sized solutions that can be realistically applied to your distinctive situation. My unique Personal Planning and Broad Business Knowledge covers an extensive range of industries and disciplines including financial, distribution, manufacturing, warehousing, retail, health care, media, professional services, not-for-profit organizations and more… which offers me an unmatched business prospective.
- exit strategies
- succession plans
- maximize retained business value
- minimizing taxes
Estate and Personal Financial Planning
- risk management
- wealth accumulation
- income protection
- tax minimization strategies
- wealth management
- preserving wealth across generations