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Integrity Financial Planners, Inc.
Patricia M. Heaton, President
866-538-7878

"Your Business is Our Life's Work"

Welcome!

Integrity Financial Planners, Inc. works with business owners such as yourself on a daily basis, developing "owner-driven" exit strategies customized to meet YOUR goals, objectives and concerns. Explore our website and find out how we can be of help.

Are you like many business owners, so focused on building a successful business that you've had no time to spend on planning your exit? Does the very idea of exiting your company seem exciting, yet overwhelming? Do any of these questions sound familiar?

"I won't be selling for a couple of years. Why should I plan now, when I've got plenty of time?"

"My accountant says I'm wealthy. How can I be wealthy if it's all tied up in the company?"

"Why should I bother with Exit Planning, when Uncle Sam will take most of it anyway?"

"My son would like to take over the business. How do I give it to him without 'giving it' to him?"

"How much is it worth?"

We help Business Owners answer these questions EVERY DAY!

What is Exit Planning?

Without exception every owner will eventually leave their company, either voluntarily or involuntarily. An effective Exit Strategy enables owners to leave their companies WHEN they want, to WHOM they want and with the amount of CASH they need. Our team brings unique expertise to help you sort through your options and develop a comprehensive Exit Plan--one which allows you to reap maximum value from the business you have built.