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"Our goal is for our clients to live lives free of compromise and unwanted constraint."

Learn More About Exit Planning

 Exit Planning

Benefits of Exit Planning 

  • Maximize Value
    • Higher Business Value
    • Industry Leadership and Reputation
  • Minimize Risk
    • Risk During the Transition
    • Risk of Excessive and Unnecessary Taxes
  • Stay in Control – Set Your Own Timeline and Termsred arrow
    • Set Your Business on the Course You Think is Best


Components Of A Comprehensive Exit Plan

Components Of A comprehensive Exit Plan

Business Owner’s View

Business Owners View

Exit Planner’s View

Exit Planner's View


The Value Of Exit Planning For Our ClientsThe Value of exit planning for our clients


My Newsletter Archive

Additional Resources/ White Papers 

Business Planning

Helping Entrepreneurs in the new 21st Century economy eliminate potential threats, fulfill obligations and exploit opportunities.

Estate Planning

Assessing the strength of your current wealth transfer strategy through careful planning which could help secure the future of your estate.

Retirement Planning

Helping individuals recognize the real cost of living and preparing for it.

Value Shield® Capital Strategies

1390 Hope Road, Suite 200 

Maitland, FL 32751 


Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRASIPC. OSJ:5426

Bay Center Dr Suite 550 Tampa FL 33609

PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Value Shield is not an affiliate or subsidiary of PAS or Guardian.

Important Disclosures
2016-19555 (exp, 05/18)