Crestwell

Rancho Santa Fe, Ca Visit Website

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At Crestwell, we believe the entrepreneur is the single greatest contributor to empowering individuals, families, and building our communities. Our passion is serving our business owner clients on their journey to “crest well.” We’re a collaborative group of business professionals across critical disciplines who believe passionately about the benefits of entrepreneurship and wealth generation. Our partners have expertise in wealth management, corporate planning, legal strategies, tax planning, investment banking, and insurance. The Crestwell Group participates in extensive research through the Exit Planning Institute on the readiness of business owners to transfer their business. Statistics show that business owners believe their business will transition in 10 years or less, but most are ill-prepared for it. In fact, most businesses that go to market won’t actually sell. The owners that are able to sell say they regret the decision profoundly. Even family businesses face long odds of a successful transition to the next generation.

The Crestwell Group has developed a collaborative, highly-contextual and repeatable strategy for building businesses and positioning them for a potential profitable exit. The collective value proposition is packaged into a methodology we call The Crestwell Method. Its primary goal is to maximize the value of the business at the time of exit, minimize tax liabilities, and ensure the owner is able to accomplish his or her personal and financial goals in the process.

When it comes to exit planning, business owners need a paradigm shift – exit planning is simply good business strategy. By adopting a strategic framework, our methodology aligns business, personal, financial goals to create a business that is attractive and transferable. Whether a potential transition is years or decades away, owners who begin to work “on” rather than “in” the business can result in increased net profits and achieving a higher multiple at sale.

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