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CFG Legacy Planners

“Helping wealth creators grow and preserve their legacy”
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You’ve worked in this business most of your adult life. The biggest business decision you’ll ever make is quickly approaching…what do you do with one of your biggest assets?

You’ve worked in this business most of your adult life. The biggest business decision you’ll ever make is quickly approaching…what do you do with one of your biggest assets.

Mike Moffitt, Founder of the company
Mike Moffitt
Founder

Is most of your retirement tied up in your business?

Studies show that, on average, up to 80% of a business owner’s net worth is tied up in ownership of that business.  That means getting full value from your business at retirement can greatly impact the income you have in retirement.  How much income do you need to live comfortably after leaving your business?

Burdee Nicolas
Co. Founder
+
Years of business consulting experience.

Get our comprehensive service offerings

05

Business Sale Preparation

Building and coordinating the efforts of your sales team.

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01

30-Day Discovery Assessment

An effective measure of where you are now and what you need to work on.

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02

90-Day Sprint

Working on the big issues that are holding you back.

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03

Comprehensive Business Builder

Executing a longer-term plan to maximize business value.

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04

Exit Planning Services

In today's dynamic business environment, the key to success lies strategics our planning and operational business.

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Is your business ready to sell?

A recent Exit Planning Institute study found that 56% of owners had no formal succession plan and 70% fail to sell at the time of owner retirement.

 

Because so many businesses will change hands in the next decade, buyers can be somewhat selective and choose those companies that pose the least risk to their invested capital.

  • Percent of Owner's Wealth Tied Up in Their Company
    90%
  • Companies that Fail to Sell
    70%

Do you have a personal plan for “life after business”?

Not having a plan for yourself after selling a business and retiring can leave unprepared owners disillusioned, aimless, and eventually disappointed.  Therefore the personal aspects of the exit plan can be as important as the financial aspects.

Burdee Nicolas
Co. Founder

Are you “burned out” or looking for a quick resolution out of your business?

Health issues, family situations, partnership disputes, or simply exhaustion from years of running the business can make a quick exit more appealing than maximizing value.

  • Business consultants
    90%
  • Client communication
    95%
// Meet our team

Expert team members

Join the 1000+ companies benefiting from solvior
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// Clients feedback

Our clients testimonials

K+
Happy clients all over world now.

Partnering with solvior has been a transformative experience for our organization. Their expert guidance through our market expansion strategy was invaluable. They helped us navigate complex regulatory environments and develop a clear, actionable plan that has led to successful

★★★★★
★★★★★

Florence R. Ochoa

Sr. Executive
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Partnering with solvior has been a transformative experience for our organization. Their expert guidance through our market expansion strategy was invaluable. They helped us navigate complex regulatory environments and develop a clear, actionable plan that has led to successful

★★★★★
★★★★★

Debra R. Barnes

Business owner
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// Get in touch

Let’s discuss further to get better results

Our mission is to empowers businesses off our all size too thrive in an businesses ever changing marketplaces. In today's dynamicis business environment, the key to success lies.

Feel free to get in touch or visit our location.

    // Latest news

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