![Good morning, everyone! Some of you might remember I mentioned a business owner seminar happening next week in the same room we meet at in Beaverton. This topic of Exit and Succession Planinng is extremely valuable and important for business owners to hear. So if you have any business owner clients that want to exit in the next 5 years or less, make sure they attend this seminar. @[[8580:contact:(Community Builder) Troy Rulmyr]] Can this count as referral points if someone attends from an invite?](https://www.networkinaction.com/images/groupphotos/381/33877/49d5c592444ba2291315dd84.png)
Basic Information
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Company
WestPac Wealth Partners -
Mobile phone
(503) 349-0439 -
Email
Ryan.Myers@WestPacWealth.com -
Describe How You Would Like To Be Introduced Via Email
Mr./Mrs. Business Owner, I'd like you to meet Ryan Myers, with West Pac Wealth Partners. He specializes in helping businesses reduce their tax burdens, lock in their key employees, and make financial sense of all the pieces that bookkeepers and CPA's don't traditionally focus on. He loves planning with the end in mind to align with your inevitable exit. After our last conversation, I knew it was time to introduce you to Ryan and his team. -
What is your "why"? Why do you do what you do?
Ryan and his team love working with like-minded business owners who love their families and value the importance of taking care of their employees. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Does your company have a written growth strategy that aligns with your Exit Plan?
Are your employee's goals and motivations aligned with the company's vision and your exit plan?
Have you completed any tax planning to maximize the after-tax sale proceeds you will receive? -
Unique Selling Proposition
Eventually, you will leave your business – the question is when, to whom, for how much, and on what terms?
All roads lead to Exit Planning. Therefore, every decision made around business planning should be done through the lens of an exit strategy so that you leave your business when you want to, to whom you want to, and for the amount you want. -
About me
After being an entrepreneur and owning a company himself, Ryan decided to use his hands-on experience in the trenches to serve other business owners in his community. Now, Ryan, and his team of advisors, help business owners bring their entire financial picture into focus by organizing all their financial data. Business owners find that this clarifies what the highest priority action steps are in the planning process and also ensures the day-to-day business activities and efforts are properly aligned with their goals. -
Profession
Business Financial Planner -
Website
https://www.westpacwealth.com/p/business-owner-solutions
Contact Information
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City / Town
Lake Oswego -
State
OR -
Zip
97035 -
Country
United States -
LinkedIn Profile
https://www.linkedin.com/in/ryan-k-myers/
Education
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College / University
Washington State University -
Graduation Year
2012