Succession-Retirement Strategies & Solutions, Inc.
SRSSI - Who we are, What we do and How we do it.
At SRSSI we function as Business Owner Insurance and Retirement Specialists. Representing advisors and their clients as brokers for virtually any carrier, we explore the generally accepted mundane aspects of LDL (not the bad cholesterol), but Life, Disability and Long-Term Care insurance optimizing the additional underlying strategic benefits enabling our business owner clients to enjoy a successful exit from their business. Every Business Owner will at some point exit their business … voluntarily or otherwise. We harness these basic tools honing them to attain the same strategic benefits as Fortune 500 companies have enjoyed for decades.
Focusing on a proven, Seven Step Process for the business owner's successful Succession, Exit or Transition from their business, we are effective at assisting our business owners successfully attain their goals and move into the next phase of their lives -- whatever, whenever and wherever that may be.
Our mission is to provide both our advisors and clients alike - comprehensive, thoughtful, and integrated business and personal financial, retirement and estate planning services in the most effective and efficient means possible, guided by the highest level of ethics and professional conduct. Our responsibility is to provide wise counsel to our clients, which obligates us to advocate vigorously, protect relentlessly, and advise impartially. To achieve these obligations, we:
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Seek the best strategies commensurate with our client's goals
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Carefully identify the risks, as well as the benefits expected
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Utilize the best practices and resources available
Our values are based on the principles that we will:
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• Never promise what we cannot deliver
• Never compromise our integrity
• Always tell our clients the truth
Business Enterprise Institute's
Seven-Step Exit Planning Process™
Step One - Setting Exit Objectives
Step Two - Determining Value/Price
Step Three - Preserving, Protecting and Promoting Value
Step Four - Converting Business Value to Cash
Step Five - Selling the Business for a Note
Step Six - Contingency Planning for Business
Step Seven - Wealth Preservation Planning
SRSSI. Suitable Strategies. Well Executed.