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

BUSINESSES

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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610-765-1130     

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.