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Few people understand the importance and value of your business better than you. Have you taken steps to ensure its future, safety and success? If you haven’t included business planning in your overall financial strategy, now is the time to start.

  • Have you thought about what will happen to your business when you retire?
  • Will your children take over the family business, or will you sell it to a business partner or outside party?
  • When did you put your business succession plan on paper? When did you last review it and update it for structure and valuation purposes?
  • Is your succession plan funded for both death and disability?
  • What is your exit strategy for "monetizing" your business?
  • How protected is your business in the event you become seriously ill, severely injured, or die?
  • How much is your business worth? Have you insured the business at that value?

We know small business, and our experts are ready to help you plan a strategy that leaves a legacy for your business. Start the discussion today! 


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Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.
Method 10(R) is property of 1st Global Capital Corp. 2018.  All Rights Reserved.
 We currently have individuals licensed to offer securities in the states of
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This is not an offer to sell securities in any other state or jurisdiction.

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Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC


Check the background of this financial professional on FINRA's BrokerCheck.