Evergreen Wealth Solutions Expands Offerings

WILLIAMSPORT, Pa., June 26, 2023 (Newswire.com) - The Evergreen Wealth Solutions team is excited to announce the creation of two new divisions, Evergreen Exits and Evergreen Institutional. Evergreen Exits will help guide business owners through the transition process (whether through sale or internal transfer) and the associated planning, tax, and estate implications. Evergreen Institutional will help support the board members of Not-for-Profit organizations, Foundations, and Endowments to meet their fiduciary responsibilities related to financial and investment decisions. These additional services are designed to comprehensively support critical decisions in these situations. The collective expertise in Evergreen Exits and Evergreen Institutional will enhance the experience of Evergreen Wealth Solutions clients as they continue along their journey. Evergreen Exits expands our financial planning offering to include developing customized Exit Strategies for businesses. The exit strategies are crafted by establishing goals for family, business success, employees and legacy, financial readiness, mental readiness, business readiness, understanding the value of your exit and implementing and executing the plan.   

Our certified business exit planners Ed Barone, Business Wealth Advisor, CBEC, and Andy Harris, CEPA, can assist you in your exit planning.

As an organization that believes in giving back to the communities we serve, Evergreen Institutional was created. The Evergreen team is involved in many charitable organizations within the communities we live.  The team has experience that can assist many local charitable organizations in developing thoughtful Investment Policy Statements and custom mission-aligned portfolios to achieve the objectives of these organizations and provide professional Fiduciary services, reducing the board members of the risk. We offer a talented team here in our community to serve and guide the wealth of critical not-for-profit organizations, organizations that are often underserved by large institutional consultants.

For more information about these services, you can visit EGWealth.com and click on Institutional and Entrepreneurs pages.  We created a separate website for Evergreen Exits, EGExits.com to reach business owners online searching for Business Exit Advisors.   

Source: Evergreen Wealth Solutions