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We want to help you keep your hard-earned money.

TAX-SAVVY 
EXIT
STRATEGIES 

It’s quite a juggling act for closely-held business owners to know how best obtain the cash needed from their business in order to retire, without losing much of it to taxes, fees and commissions. Business owners also have many risks they need to manage as they begin to transition away from their involvement in the company. 

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Rise's team of niche experts helps business owners create a simplified, tax-efficient exit strategy.  Specifically we help business owners with:

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  • Informal Valuation Determination

  • Outline Stock Disposition Timeline

  • Key-Person Insurance

  • Coorindation with Legal Counsel for Legal Contracts

SCHEDULING

Please contact us for in-person meetings. To schedule a phone consultation with one of our experts, please CLICK HERE.

CONTACT

710 SE 3rd Street

Lee's Summit, MO 64063

PH  |  913.363.7401

FAX  |  816.272.5025

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EMAIL | info@riseretirement.com

ESPANOL | asistenciaenespanol@riseretirement.com

 

PROFESSIONAL ASSOCIATION MEMBERSHIPS

 

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of RISE Consulting, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Tax and Accounting services are offered by RISE CPAs, LLC, an affiliated company.  Advisory services are offered by RISE Consulting, LLC a Registered Investment Advisor in the States of Kansas and Missouri. RISE Consulting, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.  Insurance services are offered by RISE Agency, LLC, an affiliated company. RISE, CPAs, LLC, RISE Consulting, LLC and RISE Agency, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.  

 

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Kansas, Missouri or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

 

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

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© 2022 by RISE Consulting, LLC

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