Sagemark 365
“In today’s challenging environment, partnering with someone who can understand and implement your business vision has never been more important.”
Business Succession Planning
What Keeps You Up at Night?
Most business owners live their business day and night. The day to day responsibility of running a successful business leaves little time to think about anything else.
Have You Heard of the Value Gap?
We know that the day-to-day responsibilities of running a successful business leave little time to think about your own future. Have you thought about what life will look like after you are done running your business and how will you get there? Do you know your “Value Gap”?
How Do I Tap into the Wealth of My Company?
Financial security depends largely on converting your business assets to cash in the most tax-advantaged manner. We can help assist you in potentially maximizing the sale of your company and provide access to capital if further investment is needed to improve its value.
What Type of Business Owner Are You?
At some point you WILL exit your business. The question is - are you ready? If so, what does that mean to you?Event Calendar
Tax Recovery Party!!
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Estate Planning Seminar
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Our Services
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“In today’s challenging environment, partnering with someone who can understand and implement your business vision has never been more important.”
Disclosures
Securities: Arizona, California, Colorado, Georgia, Illinois, Indiana, Kansas, Michigan, Nevada, New Jersey, New Mexico, North Carolina, Pennsylvania
Insurance: Arizona, California, Florida
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor, member SIPC. Investment advisory services offered through Lincoln Financial Advisors or Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
