John Degen & Associates, LLC
- Financial Planning & Consulting
- Financial Services
John Degen and Associates, LLC (JDA) specializes in business advisory services and business transition/exit planning of entrepreneurs, closely held and family-owned businesses. Business transition plans address a wide variety of issues that are important to the business owner, including their current and future planning with respect to their business (its value, its employees, its position in the market), their family and their community. Transition planning starts from the perspective of the business owner’s goals and objectives in each of these critical areas, along with his or her current and projected resources (business value, personal resources, and business resources), to identify the specific strategies, steps, and products that will most likely allow the business owner to reach his or her goals.
Figuring out the “When”, “To Whom”, “How”, and “For How Much” for a business owner(s) requires a refined toolset that few advisors have developed.
JDA is not a transactional “seller” or “buyer” of businesses. Our role is that of designer, planner, coordinator who collaboratively works with you, your attorney(s) and CPA(s).
John Degen and Associates, LLC can help business owners with the following:
• How best to prepare for a time when they are no longer at the helm
• Prepare a proper business exit strategy to ensure a successful business transition
• Communicate the significant, substantial information to those needing to know
• Assist in carrying out your vision of a successful succession and finding your significance