"The secret of change is to focus all of your energy not on fighting the old, but building the new."


Statistics published by the American Express Open Forum show that:

  • 30% of small business owners haven’t calculated how much money they will need in retirement.

  • Less than 25% have a formal plan for transferring their business to a new owner when approaching retirement; and,


  • Only 40% of small business owners have consulted with a financial advisor


Statistics reveal:

  • Business owners are busy running their business , leaving little time to look beyond immediate priorities


  • Whereas business owners might focus on one component of his/her financial concerns, like retirement savings, they often do not spend the time developing a comprehensive financial strategy; the result being that,

  • Other elements that the business owner should consider; i.e. employee benefits, key man insurance, exit strategies, buy/sell agreements are neglected.

If you are a small to mid-size business owner, Foresight Solutions will help you look at your business strategically, helping you to synchronize your personal and professional goals.


Our Process for Businesses:


Step 1: Establish and connect your business and personal objectives through thefinancial planning process


Step 2: Identify your business and personal financial resources for current andfuture income needs


Step 3: Identify key areas of building and preserving your company’s value


Step 4: Identify the options of exiting your business whether it is selling to anoutside party or transferring ownership internally.


STEP 5: Connecting your resources and goals in establishing a plan and timeline ofexiting your business.


STEP 6: Ensure business continuity while increasing the value of your business toachieve your retirement income needs.

© Foresight Solutions, LLC

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381 Brinton Lake Road, Glen Mills, PA

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Foresight Solutions LLC are not affiliated.

This communication is strictly intended for individuals residing in the states of CO, CT, DE, IL, MD, NC, PA.