Preparing business owners for the greatest financial decision of their lives

It is an inescapable fact that every business owner will leave his or her business one day, whether through desire, disability or death.

As your Family CFO, Tanglewood Legacy Advisors makes sure you enjoy a secure, peaceful, and independent retirement and that you leave a lasting legacy for those you care about: your children, grandchildren, employees, customers and community. We add certainty to an uncertain future.

Questions for business owners planning retirement

*Please note that qualified outside advisors may need to be consulted for some steps in the Exit Planning process such as business valuations.