OUR PHILOSOPHY

AN INTEGRATED APPROACH TO HELPING YOU REACH YOUR GOALS

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.

DOES YOUR RIGHT HAND KNOW WHAT YOUR LEFT HAND IS DOING?

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.

PUTTING FIRST THINGS FIRST

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.

If you are ready to start planning for your business exit, then give us a call and we will help guide you through the process of cashing out of your business and moving on in style and on your terms.

PHONE: 864.887.4301
EMAIL: INFO@REICHERTCO.COM

MAIN OFFICE:
22 RUSKIN SQUARE | GREENVILLE, SC 29607

BRANCH OFFICE:
217 VINEYARD PARK | SUNSET, SC 29685

Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. Advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Akron, OH 44333. (800) 765- 5201. The Reichert Company, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

The Reichert Company