Business Growth & Transitions

For business owners, there are three things in life that are certain: death, taxes, and exiting or monetizing your business. Everything has a life cycle – including your business. Whether you’re an owner who started a business with an exit in mind or have spent decades building a company that is ready for its next act, planning for the next stage is an important step that can optimize a successful outcome.

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Thriving Financially in Life and Work

Research tells us that only 1 in 10 business owners get what they need or expect from the monetizing event of exiting their business without planning.

With our extensive planning process and depth of service options, our business owner clients can achieve an optimized outcome.

Business Value Assessment

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Personal Wealth Alignment

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Business Value Acceleration

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Monetize Your Business Value

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Business Growth & Transitions Value Acceleration Process
JFS Wealth Advisors' Business Growth & Transitions - Value Acceleration Process

From Valuation to Exit to Life After

Business Growth and Transitions Team

Alicia M. Umbel, Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors

Alicia M. Umbel

Alicia M. Umbel is an Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

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Tax

Navigate the complex financial landscape faced by business owners and executives.

Business Retirement Plans

Navigate the complex financial landscape faced by business owners and executives.

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