PERSONAL REASONS                                                                                                                       
      -Health changes
      -Purchased a home
      -Marital status
      -Career change
​      -Change of Income
      -Education Expenses
      -Phase of Life (Accumulation/Protection
      -Retirement



                          
​
​BUSINESS REASONS
     
      
​      -Net Worth of Company
      -Health of Owners
      -Turnover of Employees
      -Status of Previous Agreements
      -Partner Protection 
      -Exit Strategies
​      -Succession Planning
Get started now!