Byron McFarland

Contact

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

Get a (new) Map

 Specializing in Successful Business Transitions  for Closely-Held Business Owners

With more than 25 years of Exit Planning and Business Continuation experience, business owners hire Byron as a trusted Exit Planning Specialist. He helps owners evaluate their existing strategy, clarify the technical details of their Plan and work through complexities to allow for the successful implementation of their Plan.

"My mission is to help my clients gain the clarity to confidently define, implement and manage their Plan."  --- Byron McFarland--- 

         Do you want to exit your business someday...             on YOUR terms?

Whether you are considering your transition out of the leadership role with your company or you plan to sell your company to a third party or "insiders" in the future;

Have you given consideration to the following?

Does your Plan give security to those who depend on the future success of your company? 

Does your plan motivate key employees to help build business value and sustain the value of the company by staying through an ownership transition?   

Have you identified your successor?

  • Insiders: Family Member(s) or Employee(s) Insiders
    • Do you feel that your "successor owner" has the skills and knowledge to successfully operate the company independently?
    • Do you know how the purchase will be funded, particularly if the buyer does not have the cash to pay your purchase price?
  • Third Party-Is your company ready so that you can expect the maximum purchase price?

Do you know the 'number" that will sustain your life-style long after your exit from your company?

Do you know how you will unlock the hidden equity in your company?

Have you overcome complexities that may have prevented you from implementing one or more aspects of your plan?   

If you answered yes to four or more of these questions, CONGRATULATIONS YOUR PLAN is well underway. If you answered yes to fewer than three of these questions, consider this:

  With an Exit or Succession Plan in place will you, your partners, your    stakeholders, and/or your spouse sleep better at night knowing that  YOUR plan is in place?  O  Is it     Is i

      Is it time to talk to Byron about the Components of         Your Comprehensive Plan?

Business Continuity

Build and Preserve Business Value

Ownership Transfer to Insiders or a Third Party

 Preservation of Your Personal Estate and Wealth 

 

                 Resolving Exit Planning Issues &                Developing Value Building Strategies

Developing an Exit Plan is a journey, not a destination.  And developing a Comprehensive Exit Plan may take years. Fortunately, having Byron on your team of professional advisors helps you gain the clarity and confidence that you are moving down the best road for you and your company, not necessarily the road most traveled! 

       Read what my clients are saying: Testimonials

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

View Annual Report

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.

Watch video for more

Access Your Accounts

View Your Current Information

By clicking these links you will be taken to websites offering products and services that may not be provided or supported by the Northwestern Mutual Wealth Management Company.

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.