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Financial Consulting | Growing and Maximizing Business Value North Hampton | pbstevenson.com | 1-603-964-3742

The first element is Exit Planning. The primary purpose of exit planning is to prepare the owner for the transfer of the business to its new owners and to move on to the next chapter of the owner’s life. Here, the focus is on making certain (1) that the current owner will be psychologically and emotionally ready to step away from the business when the time comes

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CONTACTS AT PBSTEVENSON.COM

Paul Stevenson

Paul Stevenson

6 spruc●●●●●●●w drive

Nort●●●●pton , NH, 03862

UNITED STATES

1603●●●●3742
pb●●●●●●●●●●@cs.com

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Paul Stevenson

Paul Stevenson

6 spruc●●●●●●●w drive

Nort●●●●pton , NH, 03862

UNITED STATES

1603●●●●3742
pb●●●●●●●●●●@cs.com

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Financial Consulting | Growing and Maximizing Business Value North Hampton | pbstevenson.com | 1-603-964-3742 | pbstevenson.com Reviews
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The first element is Exit Planning. The primary purpose of exit planning is to prepare the owner for the transfer of the business to its new owners and to move on to the next chapter of the owner’s life. Here, the focus is on making certain (1) that the current owner will be psychologically and emotionally ready to step away from the business when the time comes
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1 exit planning process
2 value enhancement
3 financial security assesment
4 resources
5 about me
6 business owners
7 lifestyle
8 exit planning
9 succession planning
10 and perpetuating
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Financial Consulting | Growing and Maximizing Business Value North Hampton | pbstevenson.com | 1-603-964-3742 | pbstevenson.com Reviews

https://pbstevenson.com

The first element is Exit Planning. The primary purpose of exit planning is to prepare the owner for the transfer of the business to its new owners and to move on to the next chapter of the owner’s life. Here, the focus is on making certain (1) that the current owner will be psychologically and emotionally ready to step away from the business when the time comes

INTERNAL PAGES

pbstevenson.com pbstevenson.com
1

OVERVIEW - Paul B. Stevenson, JD, LLM, CVA®

http://www.pbstevenson.com/overview.html

Paul B. Stevenson, JD, LLM, CVA. EDUCATION, PROFESSIONAL DESIGNATIONS, ETC. ARTICLES and USEFUL LINKS. Good fortune] is what happens when preparation meets opportunity. I have over 40 years of experience providing financial planning and wealth management. Services to business owners, high net worth individuals and their families. I provide financial consulting services. In these primary areas:. Tax and financial considerations affecting the creation, accumulation,. And perpetuation of wealth.

2

ARTICLES & USEFUL LINKS - Paul B. Stevenson, JD, LLM, CVA®

http://www.pbstevenson.com/articles--useful-links.html

Paul B. Stevenson, JD, LLM, CVA. EDUCATION, PROFESSIONAL DESIGNATIONS, ETC. ARTICLES and USEFUL LINKS.

3

Paul B. Stevenson, JD, LLM, CVA® - WELCOME

http://www.pbstevenson.com/index.html

Paul B. Stevenson, JD, LLM, CVA. EDUCATION, PROFESSIONAL DESIGNATIONS, ETC. ARTICLES and USEFUL LINKS. Welcome to MY WEBSITE:. Luck is what happens when preparation meets opportunity. Roman Stoic philosopher (4BC to 65 AD). I help business owners plan and prepare for the sale or other transfer of ownership interests in privately-owned businesses. Business transfer readiness assessment;. Advisory business valuations and formal conclusions of business value;. Paul B. Stevenson, JD, LLM, CVA ,.

4

SERVICES OFFERED - Paul B. Stevenson, JD, LLM, CVA®

http://www.pbstevenson.com/services-offered.html

Paul B. Stevenson, JD, LLM, CVA. EDUCATION, PROFESSIONAL DESIGNATIONS, ETC. ARTICLES and USEFUL LINKS. Success] is what happens when preparation meets opportunity. 1 Business Transfer, Succession and Exit Planning. Ancillary wealth management and financial planning services include income, gift and estate tax planning, personal and financial risk management and planning for post-exit personal and family financial needs and objectives including planning for lifestyle maintenance, retirement income, family...

5

COMPENSATION - Paul B. Stevenson, JD, LLM, CVA®

http://www.pbstevenson.com/compensation.html

Paul B. Stevenson, JD, LLM, CVA. EDUCATION, PROFESSIONAL DESIGNATIONS, ETC. ARTICLES and USEFUL LINKS. Financial security] is what happens when preparation meets opportunity. I charge a fee for the services that I provide on behalf of my clients. Fees may be based upon an hourly or annual rate or may be a stated dollar amount for a specific project. The client must agree to such fees in writing before my work begins. I am a FEE-BASED. However, I am affiliated with organizations who sell financial product...

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Financial Consulting | Growing and Maximizing Business Value North Hampton | pbstevenson.com | 1-603-964-3742

Paul B. Stevenson,. JD, LLM (Tax), CVA. Exit and Succession Planning. Financial Consulting and Advisory Services. For Business Owners and. High Net Worth Individuals. High Net Worth Individuals. Maintenance requirements and addresses any other financial goals and objectives of the owner and family following the transfer. This process involves two separate but interrelated planning elements. The first element is. Services include personal financial planning, investment alternatives evaluation, selection a...

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