John Iannucci

WORK HISTORY

EDUCATION

ABOUT JOHN IANNUCCI

Do you sometimes feel out of control with your business succession plan?Do you know how much income you will need to maintain your existing lifestyle?When you transition out of your business, will it run smoothly and allow family harmony?Do you even know and understand all of your business succession options? Many business owners are so busy working IN their business they don’t have time to work ON their business. With 70-90% of a family’s total net worth represented by their business, you can’t afford to ignore a business succession plan.Our Peace-of-Mind Planning for Successful Business Owners will: Help you align your business, personal and financial goals Develop tangible steps you can take TODAY to build, harvest, and protect your family’s wealth for generations to come Bring a qualified advisory team together with your internal team to work towards common goals Help you better understand your personal vision and long-term personal financial needs Develop, implement, and focus on a Value Acceleration Strategy Help you understand and analyse all of your business succession options You may have had a bad experience with an advisor before. Many brokers and insurance agents hold themselves out as fiduciaries but very few actually have a fiduciary duty to their clients. We are different because we are true fiduciaries, with the real-world experience required to help our clients navigate the complex issues that face successful business owners. We built our company on three key core values: Integrity, Loyalty and Guardianship.So if you are serious about Protecting & Growing the value of your net worth.You are in the right place… Message me here on Linkedin or email me using j•••@ilgpw.com for a 15min call about your goals and how we can help you achieve them.