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Business Owners

The power of a well-coordinated team.

As a successful entrepreneur, you understand that when it comes to money, there are a lot of moving parts. Whether you're looking to expand your business or preparing for an eventual sale, discovery helps us to better understand all aspects of your business, from growth opportunities to retaining your key employees. 

 

We'll help you answer questions like these and more:

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What is my business really worth today?

How will I know if I can achieve true financial independence?

What are the best ways to attract, retain, and reward key employees?

How can I grow and strive to protect my business?

How successful will my succession or exit strategy be?

Am I doing everything I can to minimize the IRS tax bite?

We’ll optimize all of the overwhelming elements of ownership, so your business is positioned to thrive. 

 

R. Jason Horwitz, CFP®, CRPC®

300 Ledgewood Place, Suite 100 Rockland, MA 02370

Office: (781) 785-0508 | Fax: (781) 421-6574 | jason.horwitz@ifpadvisor.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning. 

For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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