Helping Founders Plan
Their Next Chapter
George Gadzik helps business owners prepare for major transitions, including selling a business, planning for personal wealth, and protecting what they have built for their family’s future.
More Than Selling Your Business
A business transition is about more than the sale. We help you think through the value of your business, the risks to plan for, and what life may look like after the handoff.A business transition is about more than the sale. We help you think through the value of your business, the risks to plan for, and what life may look like after the handoff.
Why Work with George Gadzik?
Clear Planning for
Your Business Exit
Selling or passing on your business is about more than one transaction. It affects your company, your personal wealth, your retirement, and your family’s future.
George helps simplify the process by bringing these pieces together. From retirement plan decisions to family wealth planning, the goal is to help you move into your next chapter with more clarity and confidence.
Retirement & Benefits Planning
We help business owners set up new 401(k) plans and improve current employee benefits. These steps can support your team, strengthen your business, and help prepare for a future sale or leadership change.
Moving Business Assets Into Personal Wealth
George helps business owners move company-sponsored retirement assets into personal retirement accounts, such as Traditional or Roth IRAs when appropriate.
The goal is to make the transition clear, reduce confusion, and help you plan for retirement after selling or stepping away from your business.
Planning for the Next Generation
We help families use tools like education savings plans and custodial accounts to support children and grandchildren.
The goal is to turn your business success into a thoughtful plan for future generations, including education, financial support, and long-term family goals.
Clear Planning for
Life After Business
Selling or passing on your business is a major life decision. We help you prepare for that transition by connecting your business value, personal wealth, retirement goals, and family plans.
The goal is to help protect what you have built and give you a clear path for what comes next.
Preparing Your Business for Transition
We help you get your business ready for a future sale, handoff, or leadership change. This may include reviewing your internal structure, employee benefits, retirement plans, and other areas that can affect business value.
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For Individuals: Helping key stakeholders understand and manage current company plans.
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For Families: Helping plan the transfer of ownership or leadership to the next generation.
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For Business Owners: Helping set up or improve 401(k) plans and employee benefits to support the team and prepare for a future transition.
Moving Business Wealth Into Your Personal Plan
We help you move from business wealth to personal wealth in a clear and organized way. The goal is to reduce confusion, plan carefully around taxes, and make sure your money supports your retirement and family goals.
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We help coordinate company-sponsored retirement plans into personal retirement accounts, such as Traditional and Roth IRAs, when appropriate.
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This helps you understand how the money from your business transition can fit into your long-term retirement income plan.
Planning for the Next Generation
We help you turn the value you built in your business into a thoughtful plan for your children, grandchildren, and future family needs.
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We may use tools like UTMA/UGMA accounts and 529 College Savings Plans to help support education and future financial goals.
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The goal is to create a clear plan for passing wealth forward while reducing confusion and helping your family feel prepared for the future.
Frequently Asked Questions
Have questions? We are here to help make the process simple and clear.
When should I start planning my business exit?
It is often best to start planning several years before you want to sell or step away from your business.
Early planning gives you time to review your retirement plans, employee benefits, business value, personal finances, and long-term goals. This can help you feel more prepared when the right time comes.
How do I turn business wealth into retirement income?
We help you move from business income to personal retirement income in a clear, organized way.
This may include reviewing company-sponsored retirement accounts and helping coordinate rollovers into personal accounts, such as Traditional or Roth IRAs, when appropriate.
The goal is to help the money from your business transition support your lifestyle, retirement needs, and long-term financial plan.
Can you help set up or manage a 401(k) plan for my company?
How can my business success support my children and grandchildren?
We help you create a plan for how your business wealth can support future generations.
This may include education savings plans, custodial accounts, and other planning tools that can help provide for children and grandchildren over time.
The goal is to help your success continue to benefit your family in a clear and thoughtful way.
What happens during a no-cost consultation for business owners?
During the consultation, George will learn about your business, your retirement plans, and your goals for a future sale or transition.
You can ask questions, share your concerns, and get a better sense of what steps may come next. The goal is to help you understand your options clearly before deciding whether to move forward.