Our philosophy at The Reichert Company is simple: we help business owners plan for the single most important financial event of their lives: the transition out of their business.

As such, we believe in using an integrated approach to Exit Planning that involves utilizing the business’s tax, legal and financial capabilities to efficiently fund the Owner’s long term strategies and goals—with a minimum impact on cash flow and the balance sheet.

We integrate the Owner’s Personal Planning into the process by utilizing assets and cash flow to provide the desired lifestyle at a point in the future. Our comprehensive process encompasses Wealth Accumulation, Retirement Planning, Insurance Planning and Wealth Transfer.

When preparing for an exit, Business Owners face a myriad of choices and issues concerning their business and personal financial goals. Often, there has been significant planning completed for both areas, but it is rarely integrated effectively. At The Reichert Company, we help Owners integrate the pieces of their financial puzzle to achieve the optimum outcome in both the business and personal areas of their lives.

Using our seven-step process, we focus on our client’s business first. We do this because most Owners’ business interests make up the majority of their personal net worth. The business is also where the majority of potential tax efficiencies reside. Yet, it is typically where the least amount of planning has been done to integrate the business with the Owner’s personal goals.