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  (239) 939-4455   trevor.harrelson@omnifinserv.com

OMNI Financial Services

OMNI Financial Services

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  3. Business Continuation Strategies

Business Continuation Strategies

Business Continuation/Exit Strategies

There is only one certainty in business, some day you will be out of business.

Are you building your business to outlast you when the time comes to retire?  It is essential that you have a well planned business continuation strategy that can help you make a smooth and profitable exit from your business.  Whether you wish to turn the business over to a member of your family, a key employee, or sell it to an outside entity, you might need a comprehensive strategy that details how that transfer is to take place.

  • Business Valuations
  • Buy/Sell Agreements
  • Funding Strategies
 
 
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Financial professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

 

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Contact info

  •   12610 New Brittany Boulevard, Fort Myers, Florida 33907
  •   (239) 939-4455
  •   trevor.harrelson@omnifinserv.com

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OMNI Financial Services is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Our firm has various representatives that are licensed to conduct business in CA,CT,FL,GA,IA,IL,KS,KY,LA,MI,MN,MO,NC,NE,NJ,NM,OH,OK,PA,SC,SD,TN,TX,VA,WI for non-registered insurance products only. We also have various representatives that are licensed and registered to conduct business in the following states: CA,CO,CT,FL,GA,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,NC,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WI for non-registered and registered insurance products, as well as securities.

Certain individuals associated with OMNI Financial Services are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with OMNI Financial Services are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

OMNI Financial Services, 12610 New Brittany Blvd., Ft. Myers, FL, 33907 239-939-4455 Copyright 2014 OMNI Financial Services, Securian Financial Network. All Rights Reserved.

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