Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, a Principal and Investment Advisor with Seattle-based Synergy Financial Management, LLC, has published his first book, Exit Insight: Getting to “Sold!” Active for over 23 years in the financial services and investment industries, Maas developed a tool to help business owners improve their financial futures by increasing the market value of their businesses.
This 382-page, soft-cover book explains exit planning with an in-depth case study of Michael and Mary Kendall, a couple in their 50s who are contemplating retirement. With their children grown and retirement looming, the Kendalls take a serious look at their financial future, discovering that their company does not yet have sufficient value to fund their retirement. Maas demonstrates how the couple can still achieve their financial goals.
Following the case study, Maas explains the various stages of exit planning, including:
- Business valuations
- Measuring and closing the gap between what you have and what you need
- Estate planning analysis
- Tax planning and investment analysis
- Personal financial analysis
- Selling your business to a third party and working with a business broker
Easy-to-follow illustrations provide business owners with a step-by-step guide to exit planning. Exit Insight: Getting to “Sold!” is the first in a series of books that guide business owners and professionals toward long-term financial success. Future books will share Maas’ expertise and insight on 401(k) plans, asset allocations and starting new businesses.
Exit Insight: Getting to “Sold!” is available for $24.95 at Merrell Publishing and Amazon.com. To learn more about this book, please contact author Joseph M. Maas at 206-386-5455 or firstname.lastname@example.org.
About Joseph M. Maas
Joe Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, is an unusual financial advisor because he is certified in so many areas of expertise. Maas has earned certificates from nine prestigious organizations. With over two decades of financial industry experience, he offers refined professional advisory skills to business owners, private wealth clients, and trusts. Maas established his company, Synergetic Finance, as a 360-degree financial services boutique, providing a variety of solutions under one roof. With a team of capable and broadly experienced financial advisors, Maas provides a complete mix of integrated financial services.
For more information, please contact:
Joseph Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM
Synergy Financial Management, LLC
701 Fifth Ave., Ste. 3520, Seattle, WA 98104