Business Owner Transitioning to Semi Retirement
Discover Pring Turner’s Solution for Mary
For years Mary had a driving passion to build her technology business. But after over a decade of at the helm, Mary decided she was tired of the daily grind and was ready to sell her business, spend more time with her family and establish a family foundation. Mary came to Pring Turner seeking help from a knowledgeable financialinvestment advisor to aide her through this transition. With the majority of Mary’s net worth tied up in her company, she knew he was going to have a large bank account full of cash once the sale completed and would need help determining an investment plan while he entered semi-retirement.
The financial advisors at Pring Turner made investment recommendations as part of a personalized financial plan to use the profits from the business sale in a manner that would support Mary and her family for the rest of their lives and at the same time give back to her new family foundation. In addition, by opening lines of communication among the attorneys, agents, accountants, and other professionals with whom Mary entrusted her interests, Pring Turner was able to streamline and organize Mary’s financial situation so he could focus on what is most important – her family.