PROFESSINAL PARTNERSHIPS

A PROACTIVE TEAM APPROACH

Successful business owners understand that the complexities of running a business require integrated support from a coordinated team to achieve the best results. Yet, most owners rarely have benefit of having all of their financial and legal advisors in the same room, working off the same page, discussing the issues and solutions to help you achieve both your business and personal financial goals.

Can you imagine trying to grow your business while tasking your key employees to create plans without significant communication with each other? It would cause chaos, complications for the owner and result in ineffective plans. However, most owners compartmentalize their outside advisors reducing their effectiveness and increasing the complexity.

That’s why The Reichert Company takes a proactive team approach to coordinating with your other advisors. We work as part of your advisory team to develop, implement and manage the various processes affecting your business’ financial affairs. We facilitate this team approach through our Seven Step Planning process which enables the advisory team to provide input and have access to your comprehensive financial plan and related documents.

SAME PAGE. BETTER RESULTS.

Having a coordinated effort among advisors helps ensure that plans are professionally orchestrated, integrated and implemented. The result?

BETTER DECISIONS.

Making sure your advisory team is on the same page with recommendations prior to implementation facilitates better decisions.

BETTER DATA.

By having the support and buy-in of your entire advisory team, more and better data will be available to enable better decisions.

BETTER RESULTS.

Better results are achieved through better decisions, integrated recommendations, and more coordinated support by the advisory team.

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