Business Owner Survey

Please take a few minutes and fill out our form.

    Is your wealth locked up in your company?
    Are you wondering how to convert the value of your company into cash?
    Have you thought about getting out of your business?

On a scale of 1-5, 1 being of greatest concern to you, 5 being of little concern to you. Please evaluate the following business issues:

    Are you frustrated by paying excessive taxes?
    Are you anxious about how to best protect your family, your business, and your retirement if something unforeseen should happen to you?
    Are you concerned about your ability to get more money out of your business on a tax advantaged basis to plan for your retirement?
    Are you curious about the best way to structure a business succession plan for your benefit or for the benefit of your family or your business partner(s)?
    Are you under pressure to keep a key employee from leaving your business to go work for a competitor?
    Are you looking for an experienced firm to help you get money out of your business on the most favorable basis?

 

*Scott Scheer is a Registered Representative offering securities through NYLIFE Securities LLC, member FINRA/SIPC, a licensed insurance agency, and is an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser.

Vista Financial Strategies is not owned or operated by Eagle Strategies or its affiliates.

Neither Vista Financial Strategies, LLC, its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice. Please consult your professional advisers regarding your particular situation.