Exit Strategies Group

Financial Services Professional

 

 

Michael Arnheiter is affiliated with Business Enterprise Institute (BEI).   BEI was founded by John Brown, an attorney, who developed the concept of “Exit Planning” to help business owners exit their companies in style.  Through his affiliation with BEI, Mike offers a full range of business exit planning services, but his main focus is on financial security planning for business owners.

 

Planning a business exit is a process that begins usually three to ten years before actually leaving the business.  It is a multi-step process that begins with determining what a successful exit would be.  Once goals are set, Mike works to make sure the business is transferred to the successor of choice, at the determined price, and date chosen.  Mike will help: 

 

  • Set unique goals.
  • Make sure the business will continue if something happens to the owner before the planned exit.
  • Increase the value of the company so owner reaps a fair value for life’s work.
  • Create retirement and asset management strategies that give a desired level of comfort.

 

Throughout this process, Mike works with a team of skilled professionals including an attorney, CPA and business valuation expert. All of these professionals have experience in exit planning issues and working with closely held businesses.  Therefore, Mike can not only bring this team together, but can manage the whole process by providing all the people, tools and strategies necessary to achieve a successful business exit.  

 

Click to read more about the Nautilus Group
 

Michael Arnheiter is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities. 

Michael Arnheiter is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA and FL. No insurance business may be conducted outside these states referenced.

Michael Arnheiter is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 1582 Iyannough Road, Hyannis, MA 02601 (508) 362-8168. In this regard, this communication is strictly i
ntended for individuals residing in the states of MA and FL. No offers may be made or accepted from any resident outside the specific states referenced.

Exit Strategies Group, LLC is not owned or operated by NYLIFE Securities, LLC, or its affiliates.

Michael Arnheiter is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies, LLC, a Registered Investment Adviser, offering advisory services in the state(s) of MA and FL.  As such, these services are strictly intended for individuals residing in MA and FL.


Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC).
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