PowerPoint Presentation
The RETA Solution SurveyNew Thinking on RetirementAlba Linda
Properties LLCJames and Dawn
[email protected]
Hello Friends!
If you are thinking about selling your business in order to
retire, please take a few minutes to take this short survey. You
may qualify for the RETA Solution! This will help make your
retirement an easy goal. RETA2Your Reality
You are 65 or olderYour business needs more attention but you
are too tiredYou want to sell your businessYou have tried to sell
your business using a broker but without successYour heirs are
neither interested in nor prepared to run your businessRETA3Your
Concerns
Your business may close with no buyer to take overYou may
outlive your retirement funds or need to alter your
lifestyleCapital Gains Tax will eat your profits when you sellYou
may lose your nest egg in risky investmentsYour health may fail
before you sell your businessRETAYour Needs
To be free of the day to day operations of your businessTo have
protected monthly cash flowTo have your business not just survive,
but thriveTo leave your heirs an inheritanceRETAYour Wants
To set yourself up for a great retirement!To enjoy your Golden
YearsTo live worry freeTo have a life-long, stable and steady
monthly incomeRETATalk With Us!
If you checked 10 or more of the survey statements you may
qualify for the RETA Solution.This program was recently developed
by a team of successful business owners and legal experts. They
have a heart for families and small business owners who wish to
retire but think they cant.RETAWhat is the RETA Solution?
R-Retirement PlanningE-Estate PlanningT-Tax AdvantagesA-Asset
ProtectionThis is neither a traditional approach to retirement nor
to selling a business. The RETA Solution is a NEW shift in
thinking, and a holistic and comprehensive strategy for retiring
and exiting your business successfully. RETAHow it worksTraditional
RETA SolutionBroker FeeYes- 3-6% CommissionNoInstitutionsNeed
Banks/InvestorsNoCashHigh Cash RequirementLow Cash
RequirementSelling Business87% never sellMany QualifyTime to
closeYears or never30-60 daysIncome StreamLimited- may out-live
retirement fundLife-long monthly cash flowRiskMuch uncertainty with
risky investments and marketsMinimum risk in stable, predictable
and protected investmentOther ExpensesHigh Transaction CostsLow
Transaction CostsHeirsNo strategyTax-Free InheritanceRETATheir
Stories
Danny and Jen Baumgartner lost their onlyson he was to have
taken over the family business. Now months had past and stillno one
was on the horizon to buy their solid family business. They were at
their wits end
Russ Turner was feeling the pull of his bucket list.He knew he
needed to sell his businesses and down-size. So much still to do
and time wasnot waiting for him. He and his wife Gina wanted a
secure monthly cash flow that would let them live worry freeRETA
[email protected] RETAFor details about the
RETA Solution, you will need to READ and AGREE to the
non-disclosure agreement (NDA in the navigation bar)RETA
