Zeller Kern offers business planning services to help business owners. These services include business continuity planning to maintain operations during owner incapacity or death, business valuation consultation, business exit planning assessment, business value building, comprehensive business exit planning, legacy planning for high-net-worth clients, and miscellaneous advisement.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Business Valuation Consultation: $2,300 (discounted by 50% if accompanied by an ExitMap assessment or Exit Plan engagement)
- Business Continuity Planning: Fee varies depending on scope and complexity.
- Business Exit Planning Assessment: $595 (waived if the client proceeds with an exit plan)
- Business Exit Planning: Fee varies depending on scope and complexity. Other professionals will charge their own rates.
- Legacy Planning: For clients with estate values of $10 million or more, comprehensive in scope.
- Legacy Planning – Family Retreat: Includes pre-retreat questionnaire, personal interviews, and a full-day retreat to draft family vision, mission, financial philosophy, letter of intent, and ethical will.
- Legacy Planning - Family Meeting: Involves the whole family with strict rules to ensure respect and equal time. Includes pre-meeting interviews and meeting preparation.
- Legacy Planning - Family Leadership Experience: Helps families develop next-generation leadership over finances, enhance communication, and articulate a blueprint for a continuing family legacy.
- Miscellaneous Advisement: General planning advice, component planning, or education.
One-Time Plan:$595 - $2,300
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