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Home | Optimized Business Transitions | Scottsdale, AZ

Kurt and Sharlee Cretors are the Principals of Optimized Business Transitions, LLC which is a wholly owned subsidiary of SC Financial Services, Inc.

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Optimized Business Transitions

Kurt Cretors

9375 E●●●●●●a Blvd

Sui●●●100

Sco●●●ale , Arizona, 85260

United States

1.48●●●●3911
1.88●●●●9908
ku●●@scfinancialservices.com

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Optimized Business Transitions

Kurt Cretors

9375 E●●●●●●a Blvd

Sui●●●100

Sco●●●ale , Arizona, 85260

United States

1.48●●●●3911
1.88●●●●9908
ku●●@scfinancialservices.com

View this contact

Optimized Business Transitions

Kurt Cretors

9375 E●●●●●●a Blvd

Sui●●●100

Sco●●●ale , Arizona, 85260

United States

1.48●●●●3911
1.88●●●●9908
ku●●@scfinancialservices.com

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Home | Optimized Business Transitions | Scottsdale, AZ | optimizedtransitions.com Reviews

https://optimizedtransitions.com

Kurt and Sharlee Cretors are the Principals of Optimized Business Transitions, LLC which is a wholly owned subsidiary of SC Financial Services, Inc.

INTERNAL PAGES

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1

Why Transition

https://www.optimizedtransitions.com/why-transition.html

Why is transition planning important? Why is transition planning important? The numbers tell the story. Up to 80% of the privately. Held small and mid-size businesses in this country. Will be involved in a business transition in the next. 20 years. The baby boomer Age Wave is here now. And will be gaining in volume in the years to come. These boomers represent the greatest entrepreneurial. Generation in our country’s history having created more. Enterprises, jobs, and positive economic impact than any.

2

FAQ

https://www.optimizedtransitions.com/faq.html

What does optimized mean? Optimized means that the goals of the owner for the. Business are in alignment with the goals of the owner. For his family and can be achieved and protected for. Future generations through an appropriately structured. How much does it cost for all these advisors? When do I tell my employees I am selling? My son or daughter is taking over what do I need an advisor for? I plan on working for a long time why talk about transitioning so far in advance? Is your business attractive.

3

Best Partner

https://www.optimizedtransitions.com/best-partner.html

Why is Optimized Business Transitions the best partner of choice? Why is Optimized Business Transitions the best partner of choice?

4

Our Services

https://www.optimizedtransitions.com/our-services.html

Your Business, Your Family, Your FutureCoordinated Planning for Optimizing Your Life Balance Sheet. Approached as a turn-key project or staged one step at a time. Getting to know you and your business. Where you are now. And where do you want to go (or to be). The Critical First StepDefining and. Of what the ideal outcome. This establishes the target goals both personally. And financial. Knowing where you are headed increases the. Probability of arriving at your desired destination! To as Financial Gap.

5

Home

https://www.optimizedtransitions.com/home.html

Contact us for a. Your Business, Your Family, Your FutureCoordinated Planning for Optimizing Your Life Balance Sheet. Is your business attractive. Are you ready to transition from your business? Is selling your business right for you? Why is Optimized Business Transitions the best partner of choice? Why is transition planning important? The numbers tell the. Story Up to 80% of the. In a business transition in the next. 20 years. The baby boomer. Age Wave is here now. And will be gaining in volume.

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8

LINKS TO THIS WEBSITE

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SC Financial Services, Inc. | Our Approach

http://www.scfinancialservices.com/about/our-approach.html

Friday, September 02 2016. BUSINESS TRANSITION and CONSULTING SERVICES. We work for our client, not a commission:. What it means to be Fee Only:. We look at the entire client, holistically:. We are bonafide Wealth Managers:. Companies lose billions buying back their own stock. Cramer: Extreme valuations point to a recession. The big banks will break themselves up before Bernie Sanders ever gets to it. We offer a complimentary "Get Acquainted" meeting. Powered by AdvisorFlex Website Templates.

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SC Financial Services, Inc. | Business Transition & Consulting Services

http://www.scfinancialservices.com/services/business-transition-services.html

Friday, September 02 2016. BUSINESS TRANSITION and CONSULTING SERVICES. Business Transition and Consulting Services. SC Financial offers business transition services. To assist business owners in increasing their opportunities for success, ensuring the owners goals and priorities are being recognized, while maximizing the financial outcome to themselves and their families. Some options that may be considered for the transition:. Changing the ownership and/or management structure of the business. Integrat...

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SC Financial Services, Inc. | Who We Are

http://www.scfinancialservices.com/about/meet-the-team.html

Friday, September 02 2016. BUSINESS TRANSITION and CONSULTING SERVICES. Sharlee L. Cretors. Sharlee L. Cretors, MBA, CFP , MS, CDFA. Sharlee received her Certified Financial Planner designation in December of 1993. She has been active in the finance industry for over twenty years. Sharlee is also a certified professional speaker and enjoys speaking to large and small groups on a variety of topics as they relate to financial matters and life transitions. Kurt Cretors, MBA, CEPA , AWMA. Kurt has extensive ...

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SC Financial Services, Inc. | Specialized Services

http://www.scfinancialservices.com/services/specialized-services.html

Friday, September 02 2016. BUSINESS TRANSITION and CONSULTING SERVICES. SC Financial offers business owners the resources and expertise to tackle many of the projects and processes a company faces. This may include evaluating the appropriate retirement plan, employee benefit package, book keeping oversight as well as technology consulting. As our client’s Personal CFO , we will carry our services over to their business in order to support all aspects of their financial lives. Life has a way of surprising...

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Home | Optimized Business Transitions | Scottsdale, AZ

Click image to enlarge. Click image to enlarge. Why use a Certified Exit Planning Advisor? As more and more baby boomers retire, there will be an increasing number of businesses for sale to an. Click image to enlarge. Why is transition planning important? Your Business, Your Family, Your FutureCoordinated Planning for Optimized Results. Why is Optimized Business Transitions the best partner of choice?

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