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FairView helps you – executive, entrepreneur, owner-shareholder – examine and define the opportunities and challenges that you face. We then guide you through an array of capital ideas so that you may optimize your commercial and personal values.

We appreciate that your business and professional success is not only one of your biggest investments, but also one of the most complicated. One has to manage, execute, and depend upon it for a large part of you and your family’s financial well-being.

FairView, with more than three decades of commercial and corporate experience working with entrepreneurs, executives and other professionals, knows what nearly every street-wise, independent and talented individual has asked themself:

THE BUSINESS OWNER:

  • What is my business worth and when and how often should it be valued?
  • How do I manage my business so that it does all that I want it to do today and in the future?
  • What role does my business play within my overall life goals?
  • How do I transition my business in a manner and at the price that best suits what I want to accomplish?
  • How do I make all my ideas and concerns come together and who can help me accomplish all this?

THE PROFESSIONAL/EXECUTIVE:

  • How do I truly evaluate the benefit package I have? How do I execute?
  • How do I transition and create sustainable income in retirement? How do I make it to the goal line?
  • Am I executing in a tax efficient manner? Which strategies should I pursue now, and which should I defer?
  • Are my investments on the right track? Am I obtaining an adequate return for my level of risk?
  • Will my assets flow properly to my loved ones? Are they protected?
  • Do I have the proper insurance coverage to protect my earning power and my family?

FairView, in partnership wth Lincoln Financial Advisors Corp. Business Intelligence Institute (BII), can assist you and your trusted advisors research and strategize to find the alternatives and solutions to address all your critical questions. Regardless of the stage of your career or business’ life-cycle, we can help you think through and execute on your plans with the knowledgeable skills and capabilities of a 100-year-old, NYSE company.