Janette is a Certified Exit Planning Advisor who works with business owners to plan for critical transitions in a business owner's life. Death, divorce, disagreement, departure and disability.
Janette applies the Value Acceleration Model to identify the best transition strategy, maximizing value and preparing for unforeseen circumstances.
As a business owner you may encounter death, divorce, disagreement, departure, or disability events that will impact your estate planning. Janette, supports business owners in identifying the impact to their estate plan and how to retain value during any of these events.
If you have been named as an executor or trustee and you feel unfamiliar or overwhelmed by the tasks ahead.
If you are working on your estate plan and are considering naming an independent executor and trustee.
If you are considering a divorce or a divorce has been initiated and you would like to understand how your business or estate plan may be impacted.
If you are experiencing conflict with a business partner and you would like to understand options for exit strategies and how they may impact your estate plan.
Are you ready to consider your options of selling, growing of backing away from your business?
Are ready to sell your business and need to understand the impact on your estate and trust plans?
If you are a business owner and experience unexpected disability your disability can impact the value and operations of the business. Planning for a disability with your attorney and including provisions to address the event can protect your business and your legacy. D4 Fiduciary can support you as a Special Trustee for your business if ownership of the business is held in your trust.
Not many fiduciaries have the expertise to support businesses during administration periods. D4 Fiduciary is uniquely qualified to support the most complex wealth transition and administrative needs.