Skip to main content

 Tel: (719) 548-8511
 Fax: (719) 590-1859

Strategic Financial Partners Inc. Securian Financial Network

Strategic Financial Partners Inc. Securian Financial Network

  • Home
  • About 
    • Our Company
    • Our Associates
    • Careers
  • Services 
    • Overview
    • Financial Planning
    • Business Strategy & Exit Planning
    • Insurance
    • 401(k) & 403(b) Planning
    • Individual Retirement Planning
    • Wealth Management
    • Estate Planning
  • Resources 
    • Account Access
    • Useful Websites
  • Locations
  • Contact

Exceeding Expectations

    You are here

  1. Home
  2. Services
  3. Business Strategy & Exit Planning

Business Strategy & Exit Planning

"There are some people who live in a dream world, and there are some who face reality; and then there are those who turn one into the other.”
– Douglas H. Everett

How do we work with business owners?

Life as a business owner can be a seemingly never ending race of strategic objectives to hit and operational tasks to achieve. At SFP, we understand the many directions you are pulled. Our team will work with you to understand and clarify the goals you have set for your business, as well as the targets you are shooting for outside of it. We will work with you to help create a personalized strategy for corporate benefits, executive compensation options, business protection & buy/sell planning, and ultimately the creation of a comprehensive Exit Plan.

What is Exit Planning?

SFP has developed a customized process to help you discern your options and develop a gameplan for your desired outcome. Whether you plan to sell your business, transfer to key management, or pass it along to your children, our Exit Planning process provides education, expert guidance, and a complete roadmap for one of the most challenging aspects of business ownership.

Building your team

No one person can effectively navigate a ship through uncertain seas, just as no one person can have all the tools necessary to successfully achieve the perfect exit from your business. We will collaborate with your current professional advisors, and introduce new expert relationships when necessary, to ensure no opportunities are missed. Having the right team in place, with the right focus, is important not just for the success of your company, but also for your eventual exit.

Execution & Accountability

The creation of an initial Plan for your future exit is an excellent first step. The end goal can only be achieved, however, through targeted implementation and consistent review. Our team at SFP will continue quarterbacking the Exit Planning process for your business through execution to ensure that your specific objectives are met.

 

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them.

​

  • Colorado Springs, CO
  • Steadfast Wealth Co. - Colorado Springs, CO
  • Denver, CO
  • Leawood, KS
  • Ogden, UT
  • Salt Lake City, UT

How to get started

A financial advisor can help analyze your unique situation.

Click the button below to contact an advisor who can help build a business strategy and exit plan to reflect your goals and priorities.

Let's connect

Strategic Financial Partners Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Strategic Financial Partners Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Strategic Financial Partners Inc. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3210685 DOFU 09/2020

 

© 2021 Strategic Financial Partners Inc. Securian Financial Network. All rights reserved.

Website Design For Financial Services Professionals