For Your Business

When you started your business, you probably weren’t thinking about the end point. Yet, the day is fast approaching when you'll have to step boldly into the next phase of your life. Working with Arcis to put all the pieces in place ahead of time means your succession plan can go off without a hitch.

Valuing the invaluable. You can't put a price on the years of toil and passion that it took to build your business. The reality of it, however, is that's exactly what you have to do. Obtaining an accurate business valuation is critical whether you're passing your company to a family member, selling to a competitor or using a buy-sell agreement to give your partner full control.

From success to succession. You've worked hard to achieve your success. Now it’s time for succession. When you're ready to execute your succession plan, it can often help to enlist the help of a network of professionals who can keep the process on track. These may include other business owners, industry experts, attorneys, certified public accountants and consultants. Arcis Wealth Strategies can help assemble a team of such outside advisors to give you the benefit of their wealth of knowledge and experience.

For Your Employees

When you leave your business, you're not just walking away from a physical space — from office furniture, photocopiers and that old coffee maker in the kitchen. You're also leaving the most valuable part of your company — the people. They're the ones who helped you get where you are today. They followed your lead, provided the muscle and the heart that kept your business growing. And now, as you prepare to take your leave, you want to do something to help them enjoy a more prosperous future.

Rewarding your team. Giving your employees a little something to remember you by shouldn't just involve a holiday ham every year. With help from us, you can devise a plan to keep the members of your team benefiting for years to come. Whether it's a scholarship trust to help offset education expenses for the children of employees, an annual bonus that’s funded by a company-owned annuity, or something else entirely, you can leave a special thank you to those who helped fuel your success.

So act that your principle of action might safely be made a law for the whole world

- Immanuel Kant

For You and Your Family

For years you’ve looked after your business like it was a member of your family. And now that you're preparing to write the next chapter, it's time your business returned the favor. A successful transition plan can help you and your loved ones reap all the rewards you’ve worked so hard to sow.

Exiting your business. Once you've made it through the complex maze of challenges involved in selling your business, you may want to wait a moment before breathing that sigh of relief. You still have to decide how to direct the wealth you’ve accumulated in a manner that will provide the retirement lifestyle you want while maximizing your estate for the next generation. Arcis Wealth Strategies is ready to help you. You’ll get the guidance you need to understand how everything from wills, trusts and estate planning to annuities and mutual funds can contribute to a comprehensive plan for making the most of your wealth.

Living in retirement. Going from being a business owner to being a retiree requires a bit of an adjustment. Of course, you’re still in charge. Only instead of employees, you're providing leadership to your IRAs,  your life insurance policies  and your brokerage accounts. And make no mistake — they do require leadership. Managing your money effectively in retirement is an integral part of the equation. But relax. While you’ve probably never retired before, we have helped plenty of business owners like you realize the retirement they’ve always wanted. So while you may no longer have a team of employees standing by for your orders, you’ll always have us.