Face Your Financial Crossroads With Confidence

Call or email us at info@cpcadvisors.com

Atlanta Office

404 879 3000

Woodstock Office

770 345 8008
Close
CLIENT access

Business Owners & Exit Planning

Building a successful business is only part of the plan.

You’ve built your business through years of hard work, personal sacrifice, and countless decisions. For many business owners, the business also represents a significant part of their wealth. The important question is not only how to build a successful business, but how to make thoughtful decisions about what comes next.

At CPC Advisors, we help you look at those decisions in the context of your broader financial life. We bring together business planning, personal financial goals, family priorities, retirement needs, tax considerations, and long-term legacy to help you make thoughtful decisions with greater clarity and confidence.

Whether your future includes a third-party sale, family succession, a merger, management transition, or another ownership strategy, planning ahead can help you prepare for the opportunities, decisions, and changes that come with what comes next.

We help business owners navigate:

  • Help determine appropriate company structures.
  • Consider liability exposure, income planning, estate planning, and asset preservation considerations.
  • Evaluate whether current entity structures continue to support business and personal objectives.
  • Provide guidance in establishing and reviewing operating agreements and buy-sell agreements.
  • Review planning considerations related to business continuity and ownership transitions.
  • Identify business risks that may include business interruption, property loss, liability exposure, or the loss of a key employee.
  • Evaluate strategies that may help address those risks.
  • Review whether life insurance may be appropriate to support buy-sell agreement funding needs.
  • Help determine retirement plan options that align with both personal and business objectives.
  • Explore business lending considerations and financing needs.
  • Provide guidance regarding future business exit and transition planning.

Business Owner Exit Planning 

  • Family Dynamics
  • Net Worth/Personal Financial Statements
  • Cash Flow Needs
  • Current Tax Situation
  • Asset Allocation
  • Cash
  • Treasuries
  • Bonds
  • Stocks
  • Real Estate
  • Private Equity & Hedge Funds
  • Direct Investments
  • Lending & Cash Management
  • Succession Planning
  • Business Continuity
  • Business Tax Advisory
  • M&A Solutions
  • Pre & Post Transition Planning
  • Tax Loss Harvesting
  • Exchanges
  • Tax Advantaged Solutions
  • Asset Location
  • Insurance Solutions
  • Wills & Trusts
  • Family Counseling
  • Next-Gen Education
  • Philanthropy
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. . Investment advisory services are offered through CPC Advisors, LLC. CPC Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Every investor's situation is unique and theproducts & services listed may not be suitable for all investors. Raymond James does not provide tax or legal advice.
Ready to begin?
Contact us
Atlanta Office

1475 Peachtree St. NE, Suite 750,
Atlanta, GA 30309

Map and directions
Phone:
404 879 3000
Fax:
404 892 1970
Woodstock Office

3201 S Cherokee Lane, Suite 340,
Woodstock, GA 30188

Map and directions
Phone:
770 345 8008
Fax:
678 401 3948
Dalton Office

200 W Emery St., Suite 1
Dalton, GA 30720

Map and directions
Phone:
706 278 2429
Fax:
706 277 2406
Tampa Office

12610 Race Track Rd, Suite 275B
Tampa, FL 33626

Map and directions
Phone:
404 879 3000
Fax:
404 892 1970

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
‍
Investment advisory services are offered through CPC Advisors, LLC. CPC Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.‍

CPC CRS

CPC ADV 2A

ADV 2B

CPC Privacy Notice

‍
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
| Raymond James Legal Disclosures |© 2023 Raymond James Financial Services, Inc.,  Member FINRA / SIPC
‍