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We can help you determine the most suitable deal financially and emotionally, with your ultimate goals in mind.
I admire entrepreneurs who have created—sometimes from just an idea or thought—a successful business. We know the blood, sweat, and tears that are required.
In the early days of the business venture, you may have sacrificed receiving a regular paycheck, employment benefits, and security of working for an established company. You’ve sacrificed your time - early mornings and late nights, cold dinners and missed baseball games.
For many business owners, the independence and freedom to chart your own course are worth it. While many businesses do not prosper, there are those that overcome the odds and flourish.
If you are at the point in life where you are considering selling your business or transferring it to family, this may be bittersweet.
Business owners in this situation have told me that they feel proud of what they’ve accomplished—almost as if their business is a child they’ve raised—and at the same time anxious about letting it go.
With over 22 years experience in business transition planning, Pacifica Wealth Advisors located in Irvine, California helps you navigate this process unlike an investment banker, business broker or attorney. Yes, these professionals are necessary - but before you negotiate the deal and structure the taxes - let’s determine if the deal you are fighting for is the deal you want. We have served as business transition financial advisors to hundreds of clients across the country.
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We are Real Fiduciaries.
This means we always put our client’s best interests first. A Real Fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are Real Fiduciaries. Read our fiduciary oath to see the principles we live by.
You have enough to think about right now - trusting your business transition planning financial advisor shouldn't be something you have worry about! Choose a fiduciary financial advisor.
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Meet the Business Financial Planner
Robert is passionate about helping business owners plan a transition. He’s the founder of Pacifica Wealth Advisors and has over 26 years of financial planning experience.
You may have seen him on Katie Couric, Dr. Phil or Good Morning America as an expert in finances. Robert is a certified financial planner as well as a CFP® Ambassador, one of only 50 in the country!
Choose an independent business financial planner who can help you with a smooth exit strategy.
EMAIL COURSES FOR BUSINESS OWNERS
Financial expert Robert Pagliarini, PhD, CFP, EA shares his insight on protecting and investing your funds after selling a business.
Preserving Family Wealth from Inheritance to Beneficiaries
Crash Course in Investing
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Read Robert's articles on financial planning for retirement & more on Forbes.
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COMMON QUESTIONS ABOUT BUSINESS TRANSITION PLANNING
For over 26 years, we've been helping answer these questions to our financial planning clients across the country.
- What’s the most tax-efficient way to structure the business sale or transfer?
- What can we do if my children don’t have the assets to buy the business?
- There is conflict within the family about the business transition and I’m not sure how to resolve it. Where do I start?
- What’s the most tax-efficient way to structure the business sale or transfer?
- What can we do if my children don’t have the assets to buy the business?
- There is conflict within the family about the business transition and I’m not sure how to resolve it. Where do I start?
- Should I sell my business to an outsider? If so, what is that process like?
- How can I keep the business within the family?
- If the kids are fighting over the business now, what’s going to happen when I’m not there?
- Should I sell my business to an outsider? If so, what is that process like?
- How can I keep the business within the family?
- If the kids are fighting over the business now, what’s going to happen when I’m not there?