Ron Schutz - Planning Business Transitions, LLC
Financial Services - Houston, Texas, United States
Ron Schutz - Planning Business Transitions, LLC Employees
Ron Schutz - Planning Business Transitions, LLC Details
Why hire someone to manage a dime of your money when you can hire someone to manage the entire dollar?At Ron Schutz-Planning Business Transitions, LLC, our goal is to help you build and secure a prosperous future for your company, yourself and your loved ones. Our financial program considers your dreams, your desires, your strengths and your obstacles. It's the kind of approach you're not likely to find from a majority of financial consultants. And that's just the way we like it.Our primary emphasis is in strategically advising closely held businesses. We assist in transitions either to management, to family, or to outside third parties. We help smooth and simplify the path to eliminate as much stress as possible from the transition. This is an outgrowth of helping clients with asset allocation and wealth management.We focus on areas such as these with the goal of adding value to your business:• Cash Flow Management • Key Profit Generators leading to Business/Executive Retention • Forward Thinking Tax Strategies, working through professional advisors • Major Capital Purchases • Customized Real Time Reporting of Actionable Data (www.profitpicture.net)• Debt • Informal Business ValuationsWith 100 years of combined experience, Ron Schutz-Planning Business Transitions, LLC has put together a team with invaluable knowledge and insight about the business owners' journey and the challenges they face. Check out our extensive experience here: https://www.ronschutz.com/about/ We do not offer tax or legal advice. For tax advice, please consult with a qualified tax professional. For legal advice an attorney. Securities and investment advisory services offered through World Equity Group, Inc. Member FINRA, SIPC, a Registered Investment Adviser. Profit Picture and Ron Schutz-Planning Business Transitions, LLC are not owned or controlled by World Equity Group, Inc.
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