Think about what brings you joy and happiness outside of your business. Perhaps it is supporting your marriage, fostering relationships with your children and grandchildren, improving your health, volunteering in your community, or focusing on your spirituality or religion. When you are no longer working long hours you will need to maximize your time and focus on what is most important to you. For most business owners, their purpose was their business for so many years that it is hard to imagine a purposeful life when they no longer identify with their business. Developing a personal purpose now can improve your business and allow you to succeed in your life in retirement.
Partner with an experienced team of CERTIFIED EXIT PLANNING ADVISORS, CERTIFIED FINANCIAL PLANNERS™, Estate Attorneys, CPAs and other tax specialists to create your personalized exit strategy.
We will help you design an exit plan and strategy that meets your goals on your terms.
Our solution can help you maximize your businesses’ value, protect your business against a sudden loss or disability, help you maximize your personal wealth and significantly reduce your taxes, and build equity outside of your business.
Alex Koury is a CERTIFIED EXIT PLANNING ADVISOR™ and a CERTIFIED FINANCIAL PLANNER™ Professional in Phoenix, Arizona. In addition to being a Certified Exit Planning Advisor (CEPA®) and CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66.
With 15 years of experience, he is a huge advocate for helping business owners create successful exit planning strategies. "Small Business owners are the backbone of our country's economy, and it is critical to help them build an exit plan that meets their lifestyle and financial goals while ensuring the lasting legacy and success of the business they have created."
After graduating in 2003 from Regis University in Denver, Colorado with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona.
In addition to his professional achievements, Alex enjoys basketball and soccer, hiking outdoors and spending time with his wife, Amzi, and their daughter, Naila.
Instructor, Alex Koury, discusses taboo money topics in this informative Deb X talk.
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We love our customers, so feel free to visit during normal business hours.
8180 North Hayden Road, Scottsdale, Arizona 85258, United States
09:00 am – 05:00 pm