Byron McFarland

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Byron McFarland, CLU®, ChFC®
Estate & Business Planning Advisor

See what my clients say about me!

9300 Underwood Ave
Ste 500 Embassy Tower

Omaha, NE 68114-2690

Phone: 402-891-2300

Fax: 402-894-1413

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Byron McFarland: Estate and Business Planning Advisor

 

Helping Closely-Held Business Owners Plan for Their Future and the Future of Their Company 

Since 1986, I have helped business owners strengthen the value of their company and strategize for what may be the most important financial event that they will face...the successful ownership transition of their company.

 

Consider Your Exit Plan

  • Have you identified your successor?  Do you feel he/she has the skills and knowledge to successfully operate the company independently from you?
  • Does your plan motivate key employees to help build the business' value and to stay with the company in the event of ownership transition, thereby sustaining the value of your company?   
  • Do you know definitively your number?  That is the number you will need to sustain your life-style when you decide to step back from the day-to-day operations of your business?
  • Does your plan allow you, your spouse, your partners, and your shareholders to sleep well at night knowing how to unlock the hidden equity in your company?
  • Have your professional advisors collaborated, creating a single working plan for the successful transition of your company?  
  • Have you overcome complexities that could have prevented you from implementing part or all of your plan? 

      If you answered YES  to many of these questions, CONGRATULATIONS, your Exit Plan is well underway!

     Fewer than three YES answers, suggests that there are many planning issues to be resolved.

 

Helping Business Owners Resolve Exit Planning Issues and Develop Value Building Strategies

"I help my clients gain the clarity to confidentially implement and manage their plan." .".".

 Getting ready for that time when you are ready to successfully start stepping away from the day-to-day operations can be both exciting and challenging.  For most owners, this process will take years of preparation.
 

   Is it time for us to talk about your plan? 

                  

       Business Continuity

      Building and Preserving Business Value

   Transfer of Ownership to Insiders or a Third Party

            Preserving Personal Estate and Wealth

 

Read what my clients are saying: Testimonials

 

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