Econologics®Practice Exit & Wealth Management Plan™

Exit Your Business with Ease

Business Exit and Wealth Management Planning Services

Deciding it’s time to exit your business is a big decision and likely your largest financial transaction. Make sure you have a solid plan on how to handle taxes and income on the proceeds BEFORE you arrive at the closing table.

The sale transaction can bring about doubt and concern about the future. But you don’t have to go into the process alone.

The Econologics® Practice Exit & Wealth Management Plan™ is a comprehensive step-by-step guide for owners that takes the guesswork out of tax strategies for the sale, income planning for retirement and ongoing wealth management of the proceeds.

Have Confidence in Your Financial Future

With guidance from your Econologics Financial Advisor, you will:


Feel more certain of your future with a comprehensive, actionable financial plan for after the sale.


Achieve life goals with provisions for adequate present and future income.


Safeguard your legacy with complete, efficient, and up-to-date estate arrangements.


Optimize your tax plan to mitigate capital gains tax on the sale proceeds as well as future tax savings opportunities on income.


Maintain protection on practically all assets from loss.


Engage in suitable and stable investments to fund your financial goals in retirement.

Results-Based Financial Planning®

Comprehensive financial planning can feel overwhelming and confusing. With Econologics, it’s simple to gain confidence and get proven results.

Step 1:


Meet with a specialist to review your assessment and help discover what needs to be done to improve your financial condition.

Step 2:


Get a simple, customized step-by-step plan from a trained, licensed advisor who specializes in working with practice owner households.

Step 3:


Continue your progress by getting constant, ongoing guidance and accountability from your advisor plus have your plan rewritten each year to update your results and goals.