Exit Strategies Group, the east coast exit planning firm of Michael Arnheiter, offers a full range of exit planning services, with a heavy focus on financial security planning for businesses. Planning a business exit usually begins three to ten years before actually leaving the business. It is a multi-step process that begins with defining a successful exit . Once goals are made, Michael and his team work to help make sure the business is transferred to the successor, at the determined price, on the date chosen.
Michael Arnheiter and Daniel Moraes, are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Michael Arnheiter and Daniel Moraes are Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 201 Jones Road, Suite 645, Waltham, MA 02451,(781) 398-9840.Michael Arnheiter and Daniel Moraes are not licensed in all jurisdictions. Neither Michael Arnheiter,Daniel Moraes nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Our firm is not owned or operated by New York Life Insurance Company or its affiliates.
Company Details
- Address
- 201 Jones Road, Suite 645, Waltham,ma 02451,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement, Asset Protection, Risk Management, Key Person Protection, Wealth Preservation Management, Gifting Strategies, Legacy Planning, Buy-sell Agreements, Multi-Generational Planning, Business Succession Planning, Business Exit Strategy, Business Insurance Planning, Supplements to Employee Benefits.
- HQ
- Waltham, MA
Exit Strategies Group Llc Questions
Exit Strategies Group Llc's website is http://www.exitstrategiesgroup.net/index.cfm
Exit Strategies Group Llc's LinkedIn profile is https://www.linkedin.com/company/exit-strategies-group-llc
Exit Strategies Group Llc's industry is
Financial Services
Exit Strategies Group Llc's top competitors are
Cibm Bank,
Slopeside Capital,
New Republic Bank,
O'keefe,
Kidder, Peabody & Co.,
Colonnade Island Llc,
Business Acquisition & Merger Associates,
Liftout Capital,
Exit Strategies Group, Inc.,
Cayuga Capital.
Exit Strategies Group Llc's categories are Financial Services
