Sale of Business: Financial Advisor

Whether you are a family business or a sole proprietorship, business succession–planning to sell, transfer ownership and/or seek retirement, can be an overwhelming experience.

As an entrepreneur, you invest a lifetime of time and resources into building and operating your business. It is your chance to trade in a lifetime of hard work and dedication for perhaps one of the most significant single influxes of money in your working life.

With all of the time spent leading up to this transition, it is imperative that you act expeditiously to protect profits, minimize taxes, and plan for your financial future.

The complexity surrounding the sale of a business can be daunting, and poor planning could cost you. Hunt Country Wealth Management would love to assist you with navigating standard pitfalls and logistics.

Let our team help identify your next goals and help to create a plan to achieve them.

Learn how we may be of assistance to you…

Our Services

 

The Sovereign Series™ Retirement Plan is our signature planning service that will show you how to retire. Powered by The Prepared Retiree Method™, our guided step-by-step framework is easy to follow and provides a written financial plan that outlines the best use of your resources and a path to produce reliable income. Gain clarity of direction and a stable foundation to experience the freedom of a well-planned retirement. 

This service was designed for those who want to…

  • Feel confident and prepared for retirement
  • Know the amount/regularity of income your resources can produce 
  • Feel supported and reinforced working with a Retirement Income Professional
Guided Investing™ is our comprehensive investment management service. It was designed to help you create a master plan for your finances and offer a strategy to help you optimize and preserve your resources. This process starts with defining your why. It can be applied to investors who are saving for retirement, building wealth, wanting to manage risk or all of the above.

This service was designed for those who want to…

  • Feel more confident in their investment decisions 
  • Design a strategy to reach planned financial milestones such as retirement 
  • Collaborate with an professional to manage risk and monitor performance

The 90-Minute Strategy Session is a 1:1 session with Chris Merchant, CERTIFIED FINANCIAL PLANNER™. Sometimes you just want to talk to a professional. Whether you want to tap into a broader understanding of a financial topic such as How to Prepare for Retirement or you seek a second opinion on your investment strategy, this session is a great time to discuss the financial considerations on your mind.

This service was designed for those who want to…

  • Feel confident and prepared for retirement
  • Know the amount/regularity of income your resources can produce 
  • Feel supported and reinforced working with a Retirement Income Professional

Led by a husband and wife team…

Hunt Country Wealth Management is a financial planning and investment management firm that specializes in preparing modern retirees for retirement. Client’s access a proven framework that helps them make better decisions, achieve better outcomes and make the best use of their financial resources. Firm founder, Chris Merchant is a leading Retirement Income Professional who specializes in helping retirees nationwide. He is the bestselling author of On Investing Well: The Elements of Good Investing, and is a CERTIFIED FINANCIAL PLANNER™/ CFP® and Behavioral Financial Advisor™.

Have questions about retirement, investing, or financial planning?

 

Hunt Country Wealth Management can help.
Click below to explore our services, or schedule a 15-Minute Discovery Call™ to talk with an advisor.

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Our mission is to prepare modern retirees nationwide for their journey into retirement and equip them with a plan to help them navigate the road ahead.

We believe retirement should free you — and it all starts with a plan.

Have Questions or Ready to Get Started? Schedule a 15-Minute Discovery Call™

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We believe retirement should free you. It all starts with a plan.

Have Questions? Schedule 15-Minute Discovery Call™