To maximize your financial legacy, we partner with you to develop an individualized strategy that incorporates your life plans as a whole, in conjunction with the business and financial aspects, creating the foundation for your secure legacy. This planning will consider your dreams, goals, and objectives in such areas as:

  • Generational Transfer of Wealth

  • Charitable Intentions

  • Lessons and Wisdom to Pass Down

  • Estate Planning

  • Tax Minimization Strategies


In order to accomplish a successful and smooth transition, a coordination of efforts and plans need to take place. Velocity Business Advisors can partner with you at any point (profit enhancement, value growth, actual exit planning). In doing so, we are in position to gain a better understanding of what you are seeking and marshal the various, numerous resources to accomplish your exit planning vision.

We manage this effort with you, as you continue to run your business and build your legacy. 

We work with:

  • You and your management team for a smooth internal or external transition.
  • Legal and tax teams to ensure the best available structure and tax minimization.
  • You and your family on creating mechanisms for passing your lifetime of wisdom and charitable philosophies.
  • Investment bankers to package and present your business to ensure the best price and position in the marketplace.