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Our Services
Exit Planning helps business
owners set, sort through, and achieve their exit objectives. It enables
owners to leave their companies when they want, to the successors they
want, and with the amount of cash they need. Without exception, every
owner leaves his or her company. Whether you do it in style depends on the
specific Exit Planning actions you take before you leave.
"At any given time, 40% of U.S. Businesses
are facing the transfer of ownership issue."
"The primary cause for failure... is lack
of planning."
-- Small Business Administration, 1991
If you see ownership change in your future,
Creative Business Strategies, Inc.,
can help you plan a successful business exit. We can help you work
through the seven planning questions Owners must be able to answer to
successfully exit their business.
Click here
to get started!
Our Exit Planning Experience
As a member of the BEI Exit Planning
Advisor Network™, we have access to its publications as well as to
on-going training and information about a variety of cutting edge Exit
Planning techniques. We belong to a nationwide network of professionals in
other disciplines experienced in the Exit Planning process.
Creative Business Strategies, Inc.,
offers business owners:
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No-cost initial consultations to explain how the Exit
Planning Process works.
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We do fee based planning.
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Access to highly respected Exit Planning resources.
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Relationships with professionals in other disciplines
experienced in the Exit Planning process. We can help you to find the
advisors you need.
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Educational seminars for the general public and advisors
(CPE credit available) on the topic of Exit Planning.
Click here to contact us
Click here to receive our complimentary "The Exit
Planning Review" e-newsletter.
Mark Gerber is licensed in AZ, CA, CO, FL, IL, MO, MT, NM, OR, TX, WA, and WY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CO, MT, OR, WA, and WY and adviser registered in MT. Jim Morrison is licensed in AK, AZ, CO, IA, ID, MT, NV, OR, TX, WA, and WY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CO, MT, NV, OR, UT, WA, and WY and adviser registered in MT.
This site is not a solicitation of interest in any of these products in any other state.
IMPORTANT CONSUMER INFORMATION: Mark Gerber and Jim Morrison may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Mark and Jim that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, 800-247-1737, member SIPC. Mark Gerber and Jim Morrison, Sr. Financial Representatives, Princor Registered Representatives, Financial Advisors. Principal National, Principal Life, the Preferred Product Network, and Princor® are members of Principal Financial Group, Des Moines, IA 50392. Creative Business Strategies Inc. is not an affiliate of any company of the Principal Financial Group.
Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.
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