Personal CFO & Business Succession

You have nurtured and grown a business that you care about. A business or business enterprise that reflects your values and aspirations and is built on your hard work. You have invested your time and treasure building an engine that has and will continue to provide for you and your family.

Personal CFO

You may have found that your personal and professional life is intertwined in unanticipated ways. As nearly every business owner comes to realize, at some point your personal financial needs will need to be identified and cared for separately from the goals and objectives of the business.

Business succession

While you may be in no hurry to retire, you realize the importance of preparing the next generation of leaders – family or new owners – and lock in the value that you have created.

How Blue Tree Can Help You

We are here to help you envision the future and work through the process of ensuring both you and your family’s financial needs are met along with the continuity of the business.

Let Blue Tree Help

Get the Financial Advice You Need From A CFP^® PROFESSIONAL

Blue Tree Financial, LLC (“BTF”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BTF in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to applicable state exemptions. All written content on this site is for information purposes only. Opinions expressed herein are solely those of BTF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Personal CFO & Business Succession