Valhalla Investments
Retirement Planning
Thinking about a life after owning your business may seem strange. For many, a business is representation of years of hard work. This is the reason why we believe that any business owner deserves a unique retirement plan designed to make the exit from their company as beneficial as possible.
At Valhalla, we work with the individual to create a retirement plan suited to their needs. So if you are unsure on the value of your business and need assistance defining your own retirement plan, we can help put a comprehensive proposal together that ensure you get the maximum financial and personal value from your company.
Have You Planned For Life After Retirement?
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Retirement Planning
How Does Retirement Planning Work?
At Valhalla, we work hard to advise you on the best available options when it comes to thinking about retirement. Throughout the process we will give you as much information as possible to make it as simple as we can.
For everyone, we first discuss whether there is any succession plan in place or whether you will be looking to sell the business to the public. We also work hard to value your business correctly, acting as a broken in agreeing prices and making the sale.
Throughout the period that we will be working together, we make sure we understand you desire to retire. This allows us to recommend a suitable time to make the sale. From experience, we advise developing your retirement strategy over three to five years. This allows time for a natural transition.
We will invest time and effort into choosing the right people to pass your company onto and ensure your legacy lives on.
OUR STORY
About Valhalla
Valhalla Investments are specialist in helping a business in need. Valhalla Investments was formed in January 2008 with a simple goal, let us use our 100 years combined experience to help businesses in need of support. Our founders are confident they could apply their knowledge in ways to help others.
Since our inception Valhalla has focused our time on six core areas: Investments, Exit Planning, Mergers and Acquisition, Business Planning, Crisis Management and Retirement Planning. Within each of our core areas we pride ourselves on being able to create a unique, targeted strategy to supplement the needs of our clients.
