Helping you identify and achieve your unique financial goals. 

Answers to your Questions &

A Plan for your Business Exit Future.

 
 

If you are looking for financial planning and investment assistance please visit - LCPwealth.com
 

In this constantly shifting economy, Business Owners are increasingly in need of custom-tailored assistance to help them meet their specific goals and needs. St Marie Financial Advisors is committed to developing solutions that are on target with your needs, and to implement them competently, responsibly and with confidence. It is our responsibility to provide independent and sound advice, based on fiduciary principals, whatever your financial situation.

Specializing in Exit Planning for businesses, we first seek to understand and then seek to develop a plan that satisfies your desires.

66% of small businesses are owned by Baby Boomers and only 17% of these owners have a formal plan in place to help them sell or transition to the next stage of life after business. Of the 20% to 30% of business owners that do successfully sell their businesses, only 20% feel that they did so successfully.

Are you among the 83% of business owners seeking to transition in the next 2 to 10 years that have no formal plan in place? Will you be successful?