Stonegate Wealth is proud to offer business owners a turnkey business exit process. We have partnered with Clear Advice Business, a consulting firm based in Boca Raton, FL with 30 years of experience helping owners create a successful exit strategy.
Clear Advice uses a simple formula:
Build – Protect – Monetize
Through their proven process, Clear Advice not only customizes the exit process for business owners but facilitates their exits as well.
Clear Advice specializes in companies valued between $10 and $150 Million.
The goal of both Stonegate and Clear Advice is to work together to ensure a smooth transition into either retirement or your next exciting venture.