Business Succession & Exit Planning
Prepare for Your Next Chapter Beyond the Business
You have put time and effort into building your business. Stepping back, transferring ownership or considering a sale brings personal financial questions alongside business decisions. At Mehok Wealth Management, I help business owners connect a future transition with retirement, investments, cash flow and family goals.
I’m James Mehok, an Investment Advisor Representative with Private Advisor Group. I work directly with owners in Schererville and Northwest Indiana, coordinating the financial planning conversation with their legal and tax professionals.
Start With the Life You Want After the Transition
Before focusing on a transaction, we discuss what you want the next chapter to look like. Do you want to stop working, reduce your involvement or stay involved in a different role? What spending needs and family responsibilities will continue? Your answers help frame the financial questions to address.
Questions We Can Explore
- When would you like to reduce your involvement or transfer ownership?
- How much of your personal financial picture is tied to the business?
- What retirement resources do you have outside the company?
- How might different transition timing affect your personal cash needs?
- How do family priorities and legacy intentions relate to the transition?
- Which questions require advice from your attorney, tax adviser or a qualified valuation professional?
Consider More Than One Possible Path
A future sale price or transition date may be uncertain. Rather than assuming one outcome, we can discuss how different possibilities relate to your personal plan. For example, an owner considering a later sale may want to understand the role of existing retirement accounts and investments if the timing changes. This is an illustration of a planning question, not a valuation or transaction recommendation.
Keep Professional Responsibilities Clear
My role focuses on financial planning and investment considerations within our agreed relationship. Your attorney and tax adviser advise on agreements, ownership structures, transaction terms and tax consequences. Formal business valuations and transaction execution require the appropriate professionals; this service does not promise a buyer, sale price or completed transaction.
Build the Personal Side of Your Transition Plan
We review your current financial picture, discuss priorities and revisit the plan as circumstances change. The purpose is to connect business decisions with the resources your family may rely on, with clear follow-up and professional coordination.
Explore services for business owners, retirement planning and our client process.
Start With a Free Discovery Meeting
Our first conversation lasts about 30–60 minutes. We get to know you, your goals and what matters most, review your current financial picture and begin identifying questions to explore. No recommendations are made at this first meeting. I respond to conversation requests within one business day.
Serving Schererville and Northwest Indiana. In-person meetings are available by appointment only in Crown Point, Indiana. Phone and video meetings are also available.
Or call (219) 400-0485. See what to expect when working together.
Investing involves risk, including the potential loss of principal. No investment strategy guarantees a profit or protects against loss. Diversification and asset allocation do not eliminate market risk. Tax and legal advice should be obtained from your qualified tax and legal professionals. Services are subject to the agreed scope of the relationship and applicable registration requirements.