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DOWNLOAD 'EXIT BY DESIGN' FOR THE ULTIMATE BUSINESS OWNER'S GUIDE TO EXPERIENCE YOUR IDEAL LIFE

 

 

As a business owner, proactively planning your endgame is crucial to maximize your life’s work. "Exit by Design" offers you the blueprint to structure a successful and satisfying transition. This book simplifies the complexities of unifying your Succession and Advanced Wealth Plans, allowing you to:

 

✅ REACH YOUR FREEDOM POINT: Your ability to live the life you want unbothered by financial constraints.


✅ IMPROVE YOUR SALE PRICE: Improve the critical metrics of your business that buyers will focus on to maximize your value.


✅ UNCOVER OPPORTUNITIES: Implement a cohesive advanced wealth plan before and after you sell to preserve wealth, take care of your heirs and protect your assets.


✅ NAVIGATE TAX IMPLICATIONS: Gain insights on minimizing tax liabilities before, during and after the transfer of your business. More for you, less for Uncle Sam.

 

Secure Your Freedom: Implement a step-by-step plan to maximize your personal wealth and the business you dedicated your life to building.

 

With over four decades of industry experience, Joseph and Marissa LoPresti have distilled their extensive knowledge into strategies that offer not just a graceful exit, but a gateway to a future rich with financial freedom and a lasting legacy.

 

Unlock these insights instantly. Click the button to access your complimentary copy of "Exit by Design," available in both audiobook and ebook formats, and take command of your future.

 

Don't delay—grab your blueprint to success now!

 

Unlock Instant Access: Your FREE Audiobook & eBook Await!

ABOUT JOSEPH AND MARISSA LOPRESTI

 

Joseph LoPresti, leads Arlington Wealth Management, and brings over 38 years of wealth management and business expertise to the table. Joseph is passionate about guiding fellow business owners  through a smooth and satisfying transition, and coordinating all aspects of of their wealth toward a secure and prosperous life.

 

Marissa LoPresti, deeply influenced by her family's financial stewardship, brings a fervent commitment to helping business owners with strategic financial solutions, underscoring the firm's dedication to quality and client-focused service.

 

We are proud to be featured in over 500+ media outlets including:

WATCH THE 19-MINUTE INTERVIEW WITH AUTHORS

JOSEPH AND MARISSA LOPRESTI

Schedule Your 15-Minute Exit By Design Discovery Call

Copyright © 2024

All Rights Reserved

Joseph & Marissa LoPresti

www.arlington-wealth.com

Form CRS

 

Arlington Wealth Management is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Arlington Wealth Management renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.

Get Immediate FREE Access

Dive into "Exit by Design" to unlock the strategic pathways to help shape your legacy, reach your Freedom Point, and take control of your business endgame. Tailored by the seasoned insights of Joseph and Marissa LoPresti, this book is your essential guide to maximize your life’s work.

Joseph and Marissa LoPresti


Exit By Design

Integrating Elite Wealth Management and Proactive Business Exits to Secure Your Financial Freedom

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Get Immediate FREE Access

Dive into "Exit by Design" to unlock the strategic pathways to help shape your legacy, reach your Freedom Point, and take control of your business endgame.  Tailored by the seasoned insights of Joseph and Marissa LoPresti, this book is your essential guide to maximize your life’s work.

Joseph and Marissa LoPresti


Exit By Design

Integrating Elite Wealth Management and Proactive Business Exits to Secure Your Financial Freedom

I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

Powered by KARTRA

Get IMMEDIATE Free Access

Dive into "Exit by Design" to unlock the strategic pathways to a lucrative business exit and sustainable wealth management, tailored by the seasoned insights of Joe and Marissa LoPresti. This book is your essential guide to transforming your business's finale into a launching pad for your next chapter of financial freedom and success.

Joseph and Marissa LoPresti


Exit By Design

Integrating Elite Wealth Management and Proactive Business Exits to Secure Your Financial Freedom

I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

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