For Business Owners and Professional Advisors

Longview Strategies, LLC works with business owners to plan for the inevitable transition from their business by developing a written Exit Plan tailored to the owner’s objectives.  Once the owner’s exit road map has been developed, Longview Strategies, LLC then coordinates implementation of that Plan in coordination with the business owner’s other professional advisors.  Depending on each owner’s specific circumstances, other expertise may be needed and is brought to the planning table as needed.  Longview Strategies, LLC is a member of the Business Enterprise Institute (BEI) based in Denver, Colorado.

Longview Strategies, LLC also works with philanthropists and professional advisors to structure planned giving strategies or to vet eligible charitable beneficiaries.  With deep experience in grant making and broad exposure to myriad giving approaches, we can help structure your charitable legacy.