80% or more of your net worth may be tied to your business that you will need to eventually access.
So, how do you achieve everything you desire?
Make more money now, create business independence, reduce risk, increase your wealth by 400% - 500%, and empower your team or children to take your business to the next level....BUT,
Would it help you to have a strategy to mitigate risk, stay involved with your business, work less, spend more time with your family, and do more of what you love?
An exit plan puts you in control of your legacy.
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 CEPA® and CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66.
With almost 14 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 5-year-old daughter, Naila.