ATLANTA, Ga. /eNewsChannels/ — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces the launch of Navix, a 14-step process for business value creation and exit planning.
Navix provides a framework for White Horse Advisors’ exit planning clients to chart a course for their business and personal goals. The 14-step process takes business owners from the initial determination of exit strategy, through risk management, tax and succession planning, and eventually to life after exit.
“Exit planning is the conscious effort to grow your business in a manner that can efficiently convert ownership into personal financial freedom and confidence,” said Patrick Ungashick, president of White Horse Advisors. “In our experience, most business owners have more than half of their personal net worth tied up in the business and its supporting assets. Navix identifies and implements strategies designed to maximize business value and tax-efficiently extract that value for personal financial freedom.”
For more information on Navix, visit www.whitehorseadvisors.com .
About White Horse Advisors:
White Horse Advisors, LLC is a specialized, independently-owned company that provides fee-based financial and advisory services to the owners of closely-held businesses and retirement plan sponsors. Our professionals strive to deliver sound solutions, financial advice and strategies in coordination with clients’ tax, legal and other advisors. As of June 30, 2010, White Horse works with more than 100 clients located in more than 15 different states, and advises on more than $700 million of client assets.
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Story References: exit planning, succession planning, financial advisory services for small business, financial advisory services for closely-held businesses, fiduciary services for retirement plan sponsors, maximize business value, retirement planning for business owners, Patrick Ungashick.
