The book · now on Amazon
Before You Sell
The business owner’s guide to exit planning, owner retirement plans, and wealth after the sale. By James R. Ustby, CFP®.
Written for owners who are three to ten years from a sale, a succession, or simply stepping back, and who want to know what the business is really worth to their retirement before anyone makes them an offer.
Kindle, paperback and hardcover on Amazon.
Free with the book
The Exit Readiness Scorecard
Twenty-five statements across six areas of exit readiness. Score yourself in ten minutes and see where the work is.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Fidelity Bank and Fidelity Bank Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Fidelity Bank Wealth Management, and may also be employees of Fidelity Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fidelity Bank or Fidelity Bank Wealth Management.
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The LPL Financial registered representative associated with this site may discuss and transact securities business only with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Neither LPL Financial nor its representatives provide legal or tax advice; please consult your attorney or tax advisor regarding your specific situation. No strategy assures success or protects against loss. Examples are hypothetical and for illustration only.
