​Leaving a Real Legacy
Business Succession Planning

How We Guide You to Leave a Legacy That's About Much More Than Just Your Money

After you are gone (or in the event of your incapacity), your loved ones (family, partner, clients, vendors, and others) will miss you deeply, and your business needs to be able to go on to support them.

You will either leave them with a legacy that is meaningful, easy to manage (or cash out), and keep supporting them, or you will leave them with a big mess to deal with. Which one you leave is up to you.

As an entrepreneur, this may be the most important issue you can think about when it comes to the well- being of  what matters most to you – your work and your family.

And yet, time and time again, this issue is overlooked by business owners and business lawyers serving their business owner clients.

Not here.

Once your business entity is incorporated and online with agreements, insurance, intellectual property planned for and protected, and financial systems filling the coffers, we shift the conversation away from set up to the all important exit. Having this conversation early on isn’t too early - planning for your exit tees you up for success in the present. Knowing you have everything planned for on the back end frees you to focus on the now.

It’s not the first time we will have discussed it, as all of our business set ups are planned for based on your eventual exit plan (sell the business at a certain point or operate it for income until death then pass it on).

It will be an ongoing conversation throughout the life of your business – what can we do today to ensure your business can and will continue to serve up your particular brand of goodness whether you are on vacation, taking a health break, after its sold, or when you pass it on to loved ones after you are gone.

Thank You

Thank you so much for your interest - I know you have a lot of options when it comes to legal planning. Sage Legal, LLC has quickly become a trusted partner within the Exeter community and surrounding areas. Odds are, if you’ve made it this far, you’re here for a reason!  We look forward to talking with you to determine if we are a fit for each other. Schedule today!

In addition, through our unique legacy process, we will ensure you leave your loved ones a tangible expression of your love for them far beyond your money or even your business.

Imagine if you had a music album length message from your great, great grandfather talking about his life during the great depression and how he made his money, ran his business  that captured the most important lessons he learned along the way. Would that be valuable to you and your family today?

Of course it would.  There’s no more valuable asset that we have than the lessons we have learned.

Most of these lessons are passed down (often in a somewhat twisted form) from one generation to the next via conditioning, not intentionally or consciously at all.  Imagine the wealth your family would have if lessons could be passed down consciously.

As we shift into another time, we are learning that the lessons of the past hold a tremendous amount of value and those who can harness those lessons and build on that foundation often have the easiest, most enjoyable lives – and because we want this for your family, we use a proprietary process for ensuring you pass on these most valuable lessons in the most conscious, direct, and clear way we know how.

If this interests you, please ask more about it when you come into meet with us for a LIFT Your Life and Business Planning Session. Contact our office for availability.

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