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Business Transition Planning Financial Advisor

With over 20 years of experience as certified financial planners, we work tirelessly with business owners towards an exit strategy.

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We can help you determine the most suitable deal financially and emotionally, with your ultimate goals in mind.

I admire entrepreneurs who have created—sometimes from just an idea or thought—a successful business. We know the blood, sweat, and tears that are required.

In the early days of the business venture, you may have sacrificed receiving a regular paycheck, employment benefits, and security of working for an established company. You’ve sacrificed your time - early mornings and late nights, cold dinners and missed baseball games.

For many business owners, the independence and freedom to chart your own course are worth it. While many businesses do not prosper, there are those that overcome the odds and flourish.

If you are at the point in life where you are considering selling your business or transferring it to family, this may be bittersweet.

Business owners in this situation have told me that they feel proud of what they’ve accomplished—almost as if their business is a child they’ve raised—and at the same time anxious about letting it go.

With over 22 years experience in business transition planning, Pacifica Wealth Advisors located in Irvine, California helps you navigate this process unlike an investment banker, business broker or attorney. Yes, these professionals are necessary - but before you negotiate the deal and structure the taxes - let’s determine if the deal you are fighting for is the deal you want. We have served as business transition financial advisors to hundreds of clients across the country.

Fee-only advisors

We receive no commissions or have any financial incentive to recommend one strategy over another. We provide advice we think is best for your business.

Clean Record

You've worked hard to build your business, and the advisors working for you should be clean and honest. In 22 years, we've never had any regulatory issues or complaints.

22 Years+ Experience

The president and lead financial advisor has over 22 years of business transition planning experience.

Fiduciaries

We are fiduciary financial advisors - we always put our clients' interests first. Unfortunately - most advisors are not fiduciaries.

Independent

We do not have our own products we will try to sell you. We only recommend strategies and investments that we think are best for you.

Transparent

Relationships are built on trust. Working with a financial advisor is a big decision. We try to make everything as transparent as possible so there are no surprises.

Fiduciary Financial Planner Irvine

We are true fiduciaries.

This means we always put our client’s best interests first. A true fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are true fiduciaries. Read our fiduciary oath to see the principles we live by.

You have enough to think about right now - trusting your business transition planning financial advisor shouldn't be something you have worry about! Choose a fiduciary financial advisor.

How we help you as business transition financial advisors

Selling a company or transferring a business to the family has a natural cycle with ebbs and flows. This is to be expected. But we’ve found that when business owners drive the process, they create better deals, feel more confident, and get what they want. But often this is not what happens during business transition planning.

Business owners who are in control and know exactly what needs to be done in every aspect of their business can feel a bit out of control when it comes to selling their company. They are outside of their comfort zone dealing with tax, legal, and financial issues that they’ve never had to consider. At the same time, there may be internal issues within the family that are causing tension and discord. The uncertainty can lead to frustration and ultimately to disengagement. This is where we come in. We help you by:

Help you prepare emotionally for the business transition process and provide ongoing support

Help determine who you should sell the company to

Structure the best deal for your business whether you sell to an outsider or transfer within the family

Create a new chapter in your life now that you won’t be running the company day-to-day

Manage your wealth so it provides the security and lifestyle you desire

Navigate throughout the entire business transition process and beyond

Meet the Business Financial Planner

Robert is passionate about helping business owners plan a transition. He’s the founder of Pacifica Wealth Advisors and has over 22 years of financial planning experience.

You may have seen him on Katie Couric, Dr. Phil or Good Morning America as an expert in finances. Robert is a certified financial planner as well as a CFP® Ambassador, one of only 50 in the country!

Choose an independent business financial planner who can help you with a smooth exit strategy.

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Meet the Business Financial Planner

Robert is passionate about helping business owners plan a transition. He’s the founder of Pacifica Wealth Advisors and has over 22 years of financial planning experience.

You may have seen him on Katie Couric, Dr. Phil or Good Morning America as an expert in finances. Robert is a certified financial planner as well as a CFP® Ambassador, one of only 50 in the country!

Choose an independent business financial planner who can help you with a smooth exit strategy.

COMMON QUESTIONS ABOUT BUSINESS TRANSITION PLANNING

For over 22 years, we've been helping answer these questions to our financial planning clients across the country.
  • What’s the most tax-efficient way to structure the business sale or transfer?
  • What can we do if my children don’t have the assets to buy the business?
  • There is conflict within the family about the business transition and I’m not sure how to resolve it. Where do I start?
  • What’s the most tax-efficient way to structure the business sale or transfer?
  • What can we do if my children don’t have the assets to buy the business?
  • There is conflict within the family about the business transition and I’m not sure how to resolve it. Where do I start?
  • Should I sell my business to an outsider? If so, what is that process like?
  • How can I keep the business within the family?
  • If the kids are fighting over the business now, what’s going to happen when I’m not there?
  • Should I sell my business to an outsider? If so, what is that process like?
  • How can I keep the business within the family?
  • If the kids are fighting over the business now, what’s going to happen when I’m not there?
Reach us at (949) 305-0500